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Disclosery

Florida Trust Wealth Management Co: XLP position timeline

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

Florida Trust Wealth Management Co held 6,354 XLP 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 6,354 shares
    Change vs previous 13F +285 shares

    0.01% of the 13F portfolio, value $527,827.

    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 6,069 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $497,537.

    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 6,069 shares
    Change vs previous 13F +256 shares

    0.01% of the 13F portfolio, value $471,440.

    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 5,813 shares
    Change vs previous 13F +110 shares

    0.01% of the 13F portfolio, value $455,565.

    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 5,703 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $461,772.

    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 5,703 shares
    Change vs previous 13F -910 shares

    0.02% of the 13F portfolio, value $465,764.

    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 6,613 shares
    Change vs previous 13F -39 shares

    0.02% of the 13F portfolio, value $519,848.

    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 6,652 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $552,116.

    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).