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Disclosery

Florida Trust Wealth Management Co: SPY position timeline

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

Florida Trust Wealth Management Co held 28,883 SPY 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 28,883 shares
    Change vs previous 13F -711 shares

    0.54% of the 13F portfolio, value $21,568,958.

    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 29,594 shares
    Change vs previous 13F +998 shares

    0.54% of the 13F portfolio, value $19,246,162.

    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 28,596 shares
    Change vs previous 13F +1,389 shares

    0.54% of the 13F portfolio, value $19,500,185.

    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 27,207 shares
    Change vs previous 13F +755 shares

    0.52% of the 13F portfolio, value $18,124,759.

    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 26,452 shares
    Change vs previous 13F +1,712 shares

    0.5% of the 13F portfolio, value $16,343,369.

    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 24,740 shares
    Change vs previous 13F -645 shares

    0.45% of the 13F portfolio, value $13,839,309.

    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 25,385 shares
    Change vs previous 13F +665 shares

    0.48% of the 13F portfolio, value $14,877,641.

    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 24,720 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $14,183,347.

    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).