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Florida Trust Wealth Management Co: SYY position timeline

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

Florida Trust Wealth Management Co held 24,324 SYY 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 24,324 shares
    Change vs previous 13F +2,442 shares

    0.05% of the 13F portfolio, value $2,033,000.

    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 21,882 shares
    Change vs previous 13F -1,660 shares

    0.04% of the 13F portfolio, value $1,560,843.

    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 23,542 shares
    Change vs previous 13F -1,400 shares

    0.05% of the 13F portfolio, value $1,734,810.

    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 24,942 shares
    Change vs previous 13F -125 shares

    0.06% of the 13F portfolio, value $2,053,724.

    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 25,067 shares
    Change vs previous 13F -1,150 shares

    0.06% of the 13F portfolio, value $1,898,574.

    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 26,217 shares
    Change vs previous 13F +1,267 shares

    0.06% of the 13F portfolio, value $1,967,324.

    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 24,950 shares
    Change vs previous 13F +3,407 shares

    0.06% of the 13F portfolio, value $1,907,677.

    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 21,543 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,681,647.

    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).