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Disclosery

Florida Trust Wealth Management Co: SPYG position timeline

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

Florida Trust Wealth Management Co held 217,212 SPYG 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 217,212 shares
    Change vs previous 13F +17,802 shares

    0.64% of the 13F portfolio, value $25,846,056.

    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 199,410 shares
    Change vs previous 13F +803 shares

    0.55% of the 13F portfolio, value $19,524,233.

    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 198,607 shares
    Change vs previous 13F -3,436 shares

    0.59% of the 13F portfolio, value $21,191,367.

    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 202,043 shares
    Change vs previous 13F -16,176 shares

    0.6% of the 13F portfolio, value $21,115,514.

    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 218,219 shares
    Change vs previous 13F -8,325 shares

    0.64% of the 13F portfolio, value $20,800,635.

    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 226,544 shares
    Change vs previous 13F +19,532 shares

    0.59% of the 13F portfolio, value $18,207,341.

    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 207,012 shares
    Change vs previous 13F -3,552 shares

    0.58% of the 13F portfolio, value $18,196,355.

    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 210,564 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $17,464,179.

    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).