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Disclosery

Florida Trust Wealth Management Co: PWR position timeline

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

Florida Trust Wealth Management Co held 21,675 PWR 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 21,675 shares
    Change vs previous 13F +7,578 shares

    0.39% of the 13F portfolio, value $15,606,867.

    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 14,097 shares
    Change vs previous 13F +3,595 shares

    0.22% of the 13F portfolio, value $7,739,535.

    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 10,502 shares
    Change vs previous 13F +1,330 shares

    0.12% of the 13F portfolio, value $4,432,475.

    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 9,172 shares
    Change vs previous 13F +893 shares

    0.11% of the 13F portfolio, value $3,801,060.

    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 8,279 shares
    Change vs previous 13F +1,312 shares

    0.1% of the 13F portfolio, value $3,130,125.

    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 6,967 shares
    Change vs previous 13F -500 shares

    0.06% of the 13F portfolio, value $1,770,872.

    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 7,467 shares
    Change vs previous 13F -18 shares

    0.08% of the 13F portfolio, value $2,359,945.

    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 7,485 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,231,653.

    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).