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Disclosery

Florida Trust Wealth Management Co: PH position timeline

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

Florida Trust Wealth Management Co held 27,778 PH 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 27,778 shares
    Change vs previous 13F +14,836 shares

    0.68% of the 13F portfolio, value $27,170,217.

    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 12,942 shares
    Change vs previous 13F +370 shares

    0.32% of the 13F portfolio, value $11,586,196.

    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 12,572 shares
    Change vs previous 13F -134 shares

    0.31% of the 13F portfolio, value $11,050,285.

    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 12,706 shares
    Change vs previous 13F -2 shares

    0.27% of the 13F portfolio, value $9,633,054.

    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 12,708 shares
    Change vs previous 13F +634 shares

    0.27% of the 13F portfolio, value $8,876,157.

    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 12,074 shares
    Change vs previous 13F -319 shares

    0.24% of the 13F portfolio, value $7,339,181.

    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 12,393 shares
    Change vs previous 13F +177 shares

    0.25% of the 13F portfolio, value $7,882,320.

    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 12,216 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $7,718,313.

    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).