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Florida Trust Wealth Management Co: PM position timeline

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

Florida Trust Wealth Management Co held 41,396 PM 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 41,396 shares
    Change vs previous 13F +5,464 shares

    0.19% of the 13F portfolio, value $7,488,950.

    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 35,932 shares
    Change vs previous 13F +8,739 shares

    0.17% of the 13F portfolio, value $5,940,997.

    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 27,193 shares
    Change vs previous 13F +3,445 shares

    0.12% of the 13F portfolio, value $4,361,757.

    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 23,748 shares
    Change vs previous 13F +235 shares

    0.11% of the 13F portfolio, value $3,851,926.

    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 23,513 shares
    Change vs previous 13F -65 shares

    0.13% of the 13F portfolio, value $4,282,422.

    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 23,578 shares
    Change vs previous 13F -880 shares

    0.12% of the 13F portfolio, value $3,742,536.

    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 24,458 shares
    Change vs previous 13F +1,838 shares

    0.09% of the 13F portfolio, value $2,943,520.

    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 22,620 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,746,068.

    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).