Skip to content
Disclosery

Florida Trust Wealth Management Co: STZ position timeline

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

Florida Trust Wealth Management Co held 7,248 STZ 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 7,248 shares
    Change vs previous 13F -1,089 shares

    0.03% of the 13F portfolio, value $1,008,124.

    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 8,337 shares
    Change vs previous 13F -1,871 shares

    0.04% of the 13F portfolio, value $1,250,550.

    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 10,208 shares
    Change vs previous 13F -6,025 shares

    0.04% of the 13F portfolio, value $1,408,296.

    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 16,233 shares
    Change vs previous 13F -8,024 shares

    0.06% of the 13F portfolio, value $2,186,099.

    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 24,257 shares
    Change vs previous 13F -3,043 shares

    0.12% of the 13F portfolio, value $3,946,128.

    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 27,300 shares
    Change vs previous 13F +10,944 shares

    0.16% of the 13F portfolio, value $5,010,096.

    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 16,356 shares
    Change vs previous 13F +1,147 shares

    0.12% of the 13F portfolio, value $3,614,676.

    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 15,209 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,919,207.

    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).