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Disclosery

Florida Trust Wealth Management Co: SHEL position timeline

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

Florida Trust Wealth Management Co held 41,147 SHEL 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 41,147 shares
    Change vs previous 13F +1,794 shares

    0.08% of the 13F portfolio, value $3,190,539.

    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 39,353 shares
    Change vs previous 13F -2,395 shares

    0.1% of the 13F portfolio, value $3,659,829.

    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 41,748 shares
    Change vs previous 13F -255 shares

    0.08% of the 13F portfolio, value $3,067,643.

    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 42,003 shares
    Change vs previous 13F +849 shares

    0.09% of the 13F portfolio, value $3,004,475.

    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 41,154 shares
    Change vs previous 13F +1,768 shares

    0.09% of the 13F portfolio, value $2,897,653.

    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 39,386 shares
    Change vs previous 13F -1,132 shares

    0.09% of the 13F portfolio, value $2,886,206.

    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 40,518 shares
    Change vs previous 13F +17,267 shares

    0.08% of the 13F portfolio, value $2,538,453.

    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 23,251 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,533,403.

    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).