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Disclosery

Florida Trust Wealth Management Co: PSX position timeline

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

Florida Trust Wealth Management Co held 11,851 PSX 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 11,851 shares
    Change vs previous 13F +3,760 shares

    0.05% of the 13F portfolio, value $2,003,412.

    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 8,091 shares
    Change vs previous 13F -851 shares

    0.04% of the 13F portfolio, value $1,474,019.

    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 8,942 shares
    Change vs previous 13F +177 shares

    0.03% of the 13F portfolio, value $1,153,876.

    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 8,765 shares
    Change vs previous 13F +268 shares

    0.03% of the 13F portfolio, value $1,192,215.

    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 8,497 shares
    Change vs previous 13F +2,608 shares

    0.03% of the 13F portfolio, value $1,013,692.

    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 5,889 shares
    Change vs previous 13F -950 shares

    0.02% of the 13F portfolio, value $727,173.

    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 6,839 shares
    Change vs previous 13F -30 shares

    0.02% of the 13F portfolio, value $779,167.

    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 6,869 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $902,931.

    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).