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Florida Trust Wealth Management Co: MO position timeline

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

Florida Trust Wealth Management Co held 45,283 MO 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 45,283 shares
    Change vs previous 13F +1,411 shares

    0.08% of the 13F portfolio, value $3,258,112.

    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 43,872 shares
    Change vs previous 13F -1,211 shares

    0.08% of the 13F portfolio, value $2,895,113.

    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 45,083 shares
    Change vs previous 13F +784 shares

    0.07% of the 13F portfolio, value $2,599,485.

    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 44,299 shares
    Change vs previous 13F +1,770 shares

    0.08% of the 13F portfolio, value $2,926,392.

    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 42,529 shares
    Change vs previous 13F +2,660 shares

    0.08% of the 13F portfolio, value $2,493,476.

    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 39,869 shares
    Change vs previous 13F +3,464 shares

    0.08% of the 13F portfolio, value $2,392,938.

    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 36,405 shares
    Change vs previous 13F -2,902 shares

    0.06% of the 13F portfolio, value $1,903,617.

    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 39,307 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,006,230.

    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).