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Disclosery

Florida Trust Wealth Management Co: NOW position timeline

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

Florida Trust Wealth Management Co held 27,816 NOW 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 27,816 shares
    Change vs previous 13F -1,833 shares

    0.07% of the 13F portfolio, value $2,761,572.

    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 29,649 shares
    Change vs previous 13F -20,756 shares

    0.09% of the 13F portfolio, value $3,099,803.

    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 50,405 shares
    Change vs previous 13F +39,792 shares

    0.21% of the 13F portfolio, value $7,721,542.

    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 10,613 shares
    Change vs previous 13F -149 shares

    0.28% of the 13F portfolio, value $9,766,931.

    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 10,762 shares
    Change vs previous 13F -386 shares

    0.34% of the 13F portfolio, value $11,064,197.

    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 11,148 shares
    Change vs previous 13F -289 shares

    0.29% of the 13F portfolio, value $8,875,369.

    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 11,437 shares
    Change vs previous 13F -737 shares

    0.39% of the 13F portfolio, value $12,124,593.

    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 12,174 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $10,888,304.

    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).