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Disclosery

Florida Trust Wealth Management Co: IJR position timeline

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

Florida Trust Wealth Management Co held 78,298 IJR 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 78,298 shares
    Change vs previous 13F +4,019 shares

    0.29% of the 13F portfolio, value $11,612,376.

    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 74,279 shares
    Change vs previous 13F +6,435 shares

    0.26% of the 13F portfolio, value $9,233,622.

    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 67,844 shares
    Change vs previous 13F -817 shares

    0.23% of the 13F portfolio, value $8,153,492.

    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 68,661 shares
    Change vs previous 13F +13,327 shares

    0.23% of the 13F portfolio, value $8,158,987.

    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 55,334 shares
    Change vs previous 13F +4,091 shares

    0.19% of the 13F portfolio, value $6,047,453.

    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 51,243 shares
    Change vs previous 13F +5,474 shares

    0.17% of the 13F portfolio, value $5,358,481.

    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 45,769 shares
    Change vs previous 13F +7,990 shares

    0.17% of the 13F portfolio, value $5,273,504.

    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 37,779 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $4,418,632.

    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).