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Florida Trust Wealth Management Co: MSFT position timeline

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

Florida Trust Wealth Management Co held 363,430 MSFT 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 363,430 shares
    Change vs previous 13F -3,963 shares

    3.37% of the 13F portfolio, value $135,566,659.

    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 367,393 shares
    Change vs previous 13F +4,927 shares

    3.81% of the 13F portfolio, value $135,997,867.

    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 362,466 shares
    Change vs previous 13F -2,923 shares

    4.84% of the 13F portfolio, value $175,295,807.

    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 365,389 shares
    Change vs previous 13F -8,039 shares

    5.39% of the 13F portfolio, value $189,253,232.

    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 373,428 shares
    Change vs previous 13F -3,278 shares

    5.71% of the 13F portfolio, value $185,746,821.

    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 376,706 shares
    Change vs previous 13F +1,886 shares

    4.6% of the 13F portfolio, value $141,411,666.

    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 374,820 shares
    Change vs previous 13F -5,359 shares

    5.05% of the 13F portfolio, value $157,986,630.

    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 380,179 shares
    Change vs previous 13F not available

    5.24% of the 13F portfolio, value $163,591,024.

    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).