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Disclosery

Florida Trust Wealth Management Co: WMB position timeline

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

Florida Trust Wealth Management Co held 39,326 WMB 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 39,326 shares
    Change vs previous 13F +1,570 shares

    0.07% of the 13F portfolio, value $2,923,495.

    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 37,756 shares
    Change vs previous 13F +700 shares

    0.08% of the 13F portfolio, value $2,747,882.

    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 37,056 shares
    Change vs previous 13F +225 shares

    0.06% of the 13F portfolio, value $2,227,436.

    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 36,831 shares
    Change vs previous 13F +1,324 shares

    0.07% of the 13F portfolio, value $2,333,244.

    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 35,507 shares
    Change vs previous 13F +3,774 shares

    0.07% of the 13F portfolio, value $2,230,194.

    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 31,733 shares
    Change vs previous 13F -214 shares

    0.06% of the 13F portfolio, value $1,896,365.

    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 31,947 shares
    Change vs previous 13F +153 shares

    0.06% of the 13F portfolio, value $1,728,971.

    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 31,794 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,451,396.

    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).