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Disclosery

Florida Trust Wealth Management Co: IWM position timeline

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

Florida Trust Wealth Management Co held 6,745 IWM 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 6,745 shares
    Change vs previous 13F -212 shares

    0.05% of the 13F portfolio, value $2,026,535.

    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 6,957 shares
    Change vs previous 13F +1,400 shares

    0.05% of the 13F portfolio, value $1,725,336.

    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 5,557 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,367,911.

    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 5,557 shares
    Change vs previous 13F -24 shares

    0.04% of the 13F portfolio, value $1,344,572.

    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 5,581 shares
    Change vs previous 13F -1,000 shares

    0.04% of the 13F portfolio, value $1,204,324.

    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 6,581 shares
    Change vs previous 13F -126 shares

    0.04% of the 13F portfolio, value $1,312,844.

    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 6,707 shares
    Change vs previous 13F +1,247 shares

    0.05% of the 13F portfolio, value $1,481,979.

    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 5,460 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,206,060.

    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).