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Disclosery

Florida Trust Wealth Management Co: MRSH position timeline

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

Florida Trust Wealth Management Co held 44,120 MRSH 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 44,120 shares
    Change vs previous 13F +933 shares

    0.18% of the 13F portfolio, value $7,353,481.

    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 43,187 shares
    Change vs previous 13F -198 shares

    0.21% of the 13F portfolio, value $7,490,785.

    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 43,385 shares
    Change vs previous 13F +73 shares

    0.22% of the 13F portfolio, value $8,048,785.

    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 43,312 shares
    Change vs previous 13F +346 shares

    0.25% of the 13F portfolio, value $8,728,668.

    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 42,966 shares
    Change vs previous 13F +10 shares

    0.29% of the 13F portfolio, value $9,394,087.

    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 42,956 shares
    Change vs previous 13F +39,000 shares

    0.34% of the 13F portfolio, value $10,482,553.

    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 3,956 shares
    Change vs previous 13F +767 shares

    0.03% of the 13F portfolio, value $840,294.

    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 3,189 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $711,434.

    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).