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Disclosery

Florida Trust Wealth Management Co: MTB position timeline

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

Florida Trust Wealth Management Co held 18,323 MTB 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 18,323 shares
    Change vs previous 13F -6,387 shares

    0.11% of the 13F portfolio, value $4,361,057.

    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 24,710 shares
    Change vs previous 13F -624 shares

    0.14% of the 13F portfolio, value $5,108,051.

    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 25,334 shares
    Change vs previous 13F -2,548 shares

    0.14% of the 13F portfolio, value $5,104,295.

    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 27,882 shares
    Change vs previous 13F -1,840 shares

    0.16% of the 13F portfolio, value $5,510,041.

    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 29,722 shares
    Change vs previous 13F -3,605 shares

    0.18% of the 13F portfolio, value $5,765,771.

    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 33,327 shares
    Change vs previous 13F -1,630 shares

    0.19% of the 13F portfolio, value $5,957,201.

    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 34,957 shares
    Change vs previous 13F -2,072 shares

    0.21% of the 13F portfolio, value $6,572,265.

    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 37,029 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,595,605.

    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).