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Florida Trust Wealth Management Co: PEP position timeline

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

Florida Trust Wealth Management Co held 146,249 PEP 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 146,249 shares
    Change vs previous 13F -2,942 shares

    0.49% of the 13F portfolio, value $19,802,115.

    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 149,191 shares
    Change vs previous 13F +487 shares

    0.65% of the 13F portfolio, value $23,167,871.

    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 148,704 shares
    Change vs previous 13F -4,670 shares

    0.59% of the 13F portfolio, value $21,341,998.

    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 153,374 shares
    Change vs previous 13F -3,229 shares

    0.61% of the 13F portfolio, value $21,539,844.

    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 156,603 shares
    Change vs previous 13F -20,838 shares

    0.64% of the 13F portfolio, value $20,677,860.

    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 177,441 shares
    Change vs previous 13F -8,353 shares

    0.86% of the 13F portfolio, value $26,605,504.

    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 185,794 shares
    Change vs previous 13F -7,380 shares

    0.9% of the 13F portfolio, value $28,251,836.

    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 193,174 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $32,849,239.

    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).