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Disclosery

Florida Trust Wealth Management Co: PFF position timeline

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

Florida Trust Wealth Management Co held 319,156 PFF 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 319,156 shares
    Change vs previous 13F -18,467 shares

    0.24% of the 13F portfolio, value $9,731,066.

    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 337,623 shares
    Change vs previous 13F -13,108 shares

    0.29% of the 13F portfolio, value $10,236,729.

    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 350,731 shares
    Change vs previous 13F +6,578 shares

    0.3% of the 13F portfolio, value $10,858,632.

    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 344,153 shares
    Change vs previous 13F +3,333 shares

    0.31% of the 13F portfolio, value $10,882,118.

    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 340,820 shares
    Change vs previous 13F +16,594 shares

    0.32% of the 13F portfolio, value $10,456,358.

    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 324,226 shares
    Change vs previous 13F -26,467 shares

    0.32% of the 13F portfolio, value $9,963,465.

    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 350,693 shares
    Change vs previous 13F -22,112 shares

    0.35% of the 13F portfolio, value $11,025,788.

    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 372,805 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $12,388,310.

    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).