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Florida Trust Wealth Management Co: PG position timeline

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

Florida Trust Wealth Management Co held 144,373 PG 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 144,373 shares
    Change vs previous 13F -2,119 shares

    0.53% of the 13F portfolio, value $21,170,857.

    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 146,492 shares
    Change vs previous 13F -29,151 shares

    0.59% of the 13F portfolio, value $21,159,305.

    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 175,643 shares
    Change vs previous 13F -8,437 shares

    0.7% of the 13F portfolio, value $25,171,399.

    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 184,080 shares
    Change vs previous 13F -1,141 shares

    0.81% of the 13F portfolio, value $28,283,892.

    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 185,221 shares
    Change vs previous 13F -1,710 shares

    0.91% of the 13F portfolio, value $29,509,410.

    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 186,931 shares
    Change vs previous 13F -2,704 shares

    1.04% of the 13F portfolio, value $31,856,781.

    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 189,635 shares
    Change vs previous 13F +1,187 shares

    1.02% of the 13F portfolio, value $31,792,308.

    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 188,448 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $32,639,193.

    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).