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Florida Trust Wealth Management Co: SAP position timeline

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

Florida Trust Wealth Management Co held 33,960 SAP 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 33,960 shares
    Change vs previous 13F +9,322 shares

    0.13% of the 13F portfolio, value $5,233,576.

    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 24,638 shares
    Change vs previous 13F +2,998 shares

    0.12% of the 13F portfolio, value $4,218,272.

    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 21,640 shares
    Change vs previous 13F +2,028 shares

    0.15% of the 13F portfolio, value $5,256,573.

    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 19,612 shares
    Change vs previous 13F +1,712 shares

    0.15% of the 13F portfolio, value $5,240,523.

    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 17,900 shares
    Change vs previous 13F +4,367 shares

    0.17% of the 13F portfolio, value $5,443,390.

    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 13,533 shares
    Change vs previous 13F +2,626 shares

    0.12% of the 13F portfolio, value $3,632,799.

    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 10,907 shares
    Change vs previous 13F +4,685 shares

    0.09% of the 13F portfolio, value $2,685,412.

    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 6,222 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,425,461.

    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).