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Florida Trust Wealth Management Co: IEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Florida Trust Wealth Management Co on IEFA, newest first. How the timeline and the estimate are built.

Florida Trust Wealth Management Co held 96,125 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,125 shares
    Change vs previous 13F -509 shares

    0.23% of the 13F portfolio, value $9,283,752.

    13F-HR 0001651023-26-000004 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 96,634 shares
    Change vs previous 13F +272 shares

    0.24% of the 13F portfolio, value $8,748,276.

    13F-HR 0001651023-26-000002 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 96,362 shares
    Change vs previous 13F -521 shares

    0.24% of the 13F portfolio, value $8,620,544.

    13F-HR 0001651023-26-000001 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 96,883 shares
    Change vs previous 13F +17,402 shares

    0.24% of the 13F portfolio, value $8,458,855.

    13F-HR 0001651023-25-000007 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 79,481 shares
    Change vs previous 13F +23,259 shares

    0.2% of the 13F portfolio, value $6,635,074.

    13F-HR 0001651023-25-000006 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 56,222 shares
    Change vs previous 13F +11,712 shares

    0.14% of the 13F portfolio, value $4,253,194.

    13F-HR 0001651023-25-000002 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 44,510 shares
    Change vs previous 13F +12,400 shares

    0.1% of the 13F portfolio, value $3,128,163.

    13F-HR 0001651023-25-000001 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 32,110 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,506,186.

    13F-HR 0001651023-24-000006 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).