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Disclosery

Florida Trust Wealth Management Co: SAN position timeline

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

Florida Trust Wealth Management Co held 45,831 SAN 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 45,831 shares
    Change vs previous 13F -139 shares

    0.02% of the 13F portfolio, value $632,468.

    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 45,970 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $518,541.

    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 45,970 shares
    Change vs previous 13F +2,006 shares

    0.01% of the 13F portfolio, value $539,228.

    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 43,964 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $460,743.

    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 43,964 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $364,901.

    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 43,964 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $294,559.

    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 43,964 shares
    Change vs previous 13F -2,798 shares

    0.01% of the 13F portfolio, value $200,476.

    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 46,762 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $238,486.

    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).