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Disclosery

Florida Trust Wealth Management Co: PLD position timeline

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

Florida Trust Wealth Management Co held 10,688 PLD 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 10,688 shares
    Change vs previous 13F +2,948 shares

    0.04% of the 13F portfolio, value $1,447,904.

    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 7,740 shares
    Change vs previous 13F +387 shares

    0.03% of the 13F portfolio, value $1,023,073.

    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 7,353 shares
    Change vs previous 13F +1,168 shares

    0.03% of the 13F portfolio, value $938,684.

    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 6,185 shares
    Change vs previous 13F +1,106 shares

    0.02% of the 13F portfolio, value $708,306.

    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 5,079 shares
    Change vs previous 13F +446 shares

    0.02% of the 13F portfolio, value $533,905.

    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 4,633 shares
    Change vs previous 13F -269 shares

    0.02% of the 13F portfolio, value $517,923.

    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 4,902 shares
    Change vs previous 13F +278 shares

    0.02% of the 13F portfolio, value $518,142.

    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 4,624 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $583,919.

    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).