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Disclosery

Florida Trust Wealth Management Co: META position timeline

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

Florida Trust Wealth Management Co held 46,914 META 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 46,914 shares
    Change vs previous 13F -4,881 shares

    0.66% of the 13F portfolio, value $26,426,187.

    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 51,795 shares
    Change vs previous 13F +3,946 shares

    0.83% of the 13F portfolio, value $29,633,474.

    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 47,849 shares
    Change vs previous 13F +6,173 shares

    0.87% of the 13F portfolio, value $31,584,646.

    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 41,676 shares
    Change vs previous 13F +2,603 shares

    0.87% of the 13F portfolio, value $30,606,021.

    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 39,073 shares
    Change vs previous 13F +6,227 shares

    0.89% of the 13F portfolio, value $28,839,390.

    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 32,846 shares
    Change vs previous 13F +1,055 shares

    0.62% of the 13F portfolio, value $18,931,120.

    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 31,791 shares
    Change vs previous 13F +2,876 shares

    0.59% of the 13F portfolio, value $18,613,949.

    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 28,915 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $16,552,102.

    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).