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Disclosery

Florida Trust Wealth Management Co: IEMG position timeline

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

Florida Trust Wealth Management Co held 129,789 IEMG 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 129,789 shares
    Change vs previous 13F -1,133 shares

    0.27% of the 13F portfolio, value $10,751,721.

    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 130,922 shares
    Change vs previous 13F +3,831 shares

    0.26% of the 13F portfolio, value $9,131,810.

    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 127,091 shares
    Change vs previous 13F -3,218 shares

    0.24% of the 13F portfolio, value $8,543,057.

    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 130,309 shares
    Change vs previous 13F +22,552 shares

    0.24% of the 13F portfolio, value $8,589,969.

    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 107,757 shares
    Change vs previous 13F +31,087 shares

    0.2% of the 13F portfolio, value $6,468,653.

    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 76,670 shares
    Change vs previous 13F +20,905 shares

    0.13% of the 13F portfolio, value $4,137,880.

    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 55,765 shares
    Change vs previous 13F +18,722 shares

    0.09% of the 13F portfolio, value $2,912,048.

    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 37,043 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,126,639.

    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).