Florida Trust Wealth Management Co: PFE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Florida Trust Wealth Management Co on PFE, newest first. How the timeline and the estimate are built.
Florida Trust Wealth Management Co held 55,975 PFE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 55,975 sharesChange vs previous 13F -1,683 shares
0.03% of the 13F portfolio, value $1,347,878.
13F-HR 0001651023-26-000004 filed by Florida Trust Wealth Management Co
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 57,658 sharesChange vs previous 13F -8,214 shares
0.05% of the 13F portfolio, value $1,619,037.
13F-HR 0001651023-26-000002 filed by Florida Trust Wealth Management Co
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 65,872 sharesChange vs previous 13F -1,949 shares
0.05% of the 13F portfolio, value $1,640,212.
13F-HR 0001651023-26-000001 filed by Florida Trust Wealth Management Co
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 67,821 sharesChange vs previous 13F +351 shares
0.05% of the 13F portfolio, value $1,728,079.
13F-HR 0001651023-25-000007 filed by Florida Trust Wealth Management Co
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 67,470 sharesChange vs previous 13F -906 shares
0.05% of the 13F portfolio, value $1,635,473.
13F-HR 0001651023-25-000006 filed by Florida Trust Wealth Management Co
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 68,376 sharesChange vs previous 13F -1,181 shares
0.06% of the 13F portfolio, value $1,732,648.
13F-HR 0001651023-25-000002 filed by Florida Trust Wealth Management Co
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 69,557 sharesChange vs previous 13F -7,632 shares
0.06% of the 13F portfolio, value $1,845,347.
13F-HR 0001651023-25-000001 filed by Florida Trust Wealth Management Co
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 77,189 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $2,233,849.
13F-HR 0001651023-24-000006 filed by Florida Trust Wealth Management Co
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).