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Disclosery

Florida Trust Wealth Management Co: WFC position timeline

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

Florida Trust Wealth Management Co held 31,186 WFC 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 31,186 shares
    Change vs previous 13F -1,761 shares

    0.06% of the 13F portfolio, value $2,577,211.

    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 32,947 shares
    Change vs previous 13F +3,314 shares

    0.07% of the 13F portfolio, value $2,622,911.

    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 29,633 shares
    Change vs previous 13F +5,259 shares

    0.08% of the 13F portfolio, value $2,761,796.

    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 24,374 shares
    Change vs previous 13F +1,898 shares

    0.06% of the 13F portfolio, value $2,043,029.

    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 22,476 shares
    Change vs previous 13F +1,296 shares

    0.06% of the 13F portfolio, value $1,800,777.

    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 21,180 shares
    Change vs previous 13F +3,969 shares

    0.05% of the 13F portfolio, value $1,520,512.

    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 17,211 shares
    Change vs previous 13F +2,881 shares

    0.04% of the 13F portfolio, value $1,208,901.

    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 14,330 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $809,502.

    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).