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Disclosery

Florida Trust Wealth Management Co: XLF position timeline

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

Florida Trust Wealth Management Co held 12,848 XLF 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 12,848 shares
    Change vs previous 13F +70 shares

    0.02% of the 13F portfolio, value $688,782.

    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 12,778 shares
    Change vs previous 13F +2,850 shares

    0.02% of the 13F portfolio, value $630,850.

    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 9,928 shares
    Change vs previous 13F -250 shares

    0.02% of the 13F portfolio, value $543,757.

    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 10,178 shares
    Change vs previous 13F -50 shares

    0.02% of the 13F portfolio, value $548,289.

    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 10,228 shares
    Change vs previous 13F +3,207 shares

    0.02% of the 13F portfolio, value $535,640.

    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 7,021 shares
    Change vs previous 13F -583 shares

    0.01% of the 13F portfolio, value $349,716.

    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 7,604 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $367,501.

    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 7,604 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $344,613.

    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).