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Florida Trust Wealth Management Co: PEG position timeline

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

Florida Trust Wealth Management Co held 149,036 PEG 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 149,036 shares
    Change vs previous 13F -4,041 shares

    0.3% of the 13F portfolio, value $12,095,761.

    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 153,077 shares
    Change vs previous 13F -1,107 shares

    0.35% of the 13F portfolio, value $12,391,583.

    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 154,184 shares
    Change vs previous 13F -1,420 shares

    0.34% of the 13F portfolio, value $12,380,975.

    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 155,604 shares
    Change vs previous 13F -1,304 shares

    0.37% of the 13F portfolio, value $12,986,709.

    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 156,908 shares
    Change vs previous 13F -3,715 shares

    0.41% of the 13F portfolio, value $13,208,515.

    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 160,623 shares
    Change vs previous 13F -7,885 shares

    0.43% of the 13F portfolio, value $13,219,273.

    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 168,508 shares
    Change vs previous 13F -4,905 shares

    0.46% of the 13F portfolio, value $14,237,241.

    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 173,413 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $15,470,173.

    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).