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Disclosery

Florida Trust Wealth Management Co: WMT position timeline

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

Florida Trust Wealth Management Co held 217,359 WMT 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 217,359 shares
    Change vs previous 13F +11,800 shares

    0.61% of the 13F portfolio, value $24,618,080.

    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 205,559 shares
    Change vs previous 13F +8,911 shares

    0.72% of the 13F portfolio, value $25,546,873.

    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 196,648 shares
    Change vs previous 13F +12,794 shares

    0.61% of the 13F portfolio, value $21,908,554.

    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 183,854 shares
    Change vs previous 13F +3,145 shares

    0.54% of the 13F portfolio, value $18,947,993.

    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 180,709 shares
    Change vs previous 13F +8,925 shares

    0.54% of the 13F portfolio, value $17,669,726.

    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 171,784 shares
    Change vs previous 13F +11,798 shares

    0.49% of the 13F portfolio, value $15,080,917.

    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 159,986 shares
    Change vs previous 13F +10,094 shares

    0.46% of the 13F portfolio, value $14,454,735.

    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 149,892 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $12,103,779.

    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).