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Florida Trust Wealth Management Co: UPS position timeline

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

Florida Trust Wealth Management Co held 21,748 UPS 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 21,748 shares
    Change vs previous 13F -5,854 shares

    0.06% of the 13F portfolio, value $2,337,911.

    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 27,602 shares
    Change vs previous 13F -2,375 shares

    0.08% of the 13F portfolio, value $2,715,485.

    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 29,977 shares
    Change vs previous 13F -39,607 shares

    0.08% of the 13F portfolio, value $2,973,418.

    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 69,584 shares
    Change vs previous 13F -10,353 shares

    0.17% of the 13F portfolio, value $5,812,352.

    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 79,937 shares
    Change vs previous 13F -14,817 shares

    0.25% of the 13F portfolio, value $8,068,841.

    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 94,754 shares
    Change vs previous 13F -758 shares

    0.34% of the 13F portfolio, value $10,421,992.

    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 95,512 shares
    Change vs previous 13F +13,669 shares

    0.38% of the 13F portfolio, value $12,044,063.

    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 81,843 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $11,158,474.

    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).