Skip to content
Disclosery

Florida Trust Wealth Management Co: WELL position timeline

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

Florida Trust Wealth Management Co held 15,170 WELL 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 15,170 shares
    Change vs previous 13F +1,359 shares

    0.09% of the 13F portfolio, value $3,443,135.

    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 13,811 shares
    Change vs previous 13F +535 shares

    0.08% of the 13F portfolio, value $2,730,572.

    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 13,276 shares
    Change vs previous 13F +2,023 shares

    0.07% of the 13F portfolio, value $2,464,159.

    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 11,253 shares
    Change vs previous 13F +1,911 shares

    0.06% of the 13F portfolio, value $2,004,610.

    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 9,342 shares
    Change vs previous 13F +225 shares

    0.04% of the 13F portfolio, value $1,436,146.

    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 9,117 shares
    Change vs previous 13F -709 shares

    0.05% of the 13F portfolio, value $1,396,815.

    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 9,826 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,238,371.

    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 9,826 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,258,023.

    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).