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Disclosery

Florida Trust Wealth Management Co: XLB position timeline

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

Florida Trust Wealth Management Co held 125,462 XLB 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 125,462 shares
    Change vs previous 13F +12,146 shares

    0.16% of the 13F portfolio, value $6,377,233.

    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 113,316 shares
    Change vs previous 13F +3,900 shares

    0.16% of the 13F portfolio, value $5,662,401.

    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 109,416 shares
    Change vs previous 13F +59,950 shares

    0.14% of the 13F portfolio, value $4,962,016.

    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 49,466 shares
    Change vs previous 13F +2,818 shares

    0.13% of the 13F portfolio, value $4,433,143.

    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 46,648 shares
    Change vs previous 13F +4,964 shares

    0.13% of the 13F portfolio, value $4,096,161.

    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 41,684 shares
    Change vs previous 13F +27,719 shares

    0.12% of the 13F portfolio, value $3,583,991.

    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 13,965 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,175,016.

    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).