Skip to content

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

  1. period ended2026-06-30
    13F 55,975 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 57,658 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 65,872 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 67,821 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 67,470 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 68,376 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 69,557 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 77,189 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).