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Florida Trust Wealth Management Co: MA position timeline

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

Florida Trust Wealth Management Co held 79,566 MA 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 79,566 shares
    Change vs previous 13F -4,320 shares

    1.02% of the 13F portfolio, value $40,865,097.

    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 83,886 shares
    Change vs previous 13F -1,250 shares

    1.17% of the 13F portfolio, value $41,914,479.

    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 85,136 shares
    Change vs previous 13F -1,186 shares

    1.34% of the 13F portfolio, value $48,602,440.

    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 86,322 shares
    Change vs previous 13F -153 shares

    1.4% of the 13F portfolio, value $49,100,817.

    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 86,475 shares
    Change vs previous 13F -2,204 shares

    1.49% of the 13F portfolio, value $48,593,762.

    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 88,679 shares
    Change vs previous 13F -2,387 shares

    1.58% of the 13F portfolio, value $48,606,733.

    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 91,066 shares
    Change vs previous 13F +10 shares

    1.53% of the 13F portfolio, value $47,952,624.

    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 91,056 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $44,963,453.

    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).