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Disclosery

Fiduciary Trust Co: WSO position timeline

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

Fiduciary Trust Co held 10,600 WSO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,600 shares
    Change vs previous 13F -1 shares

    0.05% of the 13F portfolio, value $4,417,416.

    13F-HR 0001140361-26-032703 filed by Fiduciary Trust 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 10,601 shares
    Change vs previous 13F -2,406 shares

    0.05% of the 13F portfolio, value $3,856,606.

    13F-HR 0001140361-26-021427 filed by Fiduciary Trust 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 13,007 shares
    Change vs previous 13F -104 shares

    0.05% of the 13F portfolio, value $4,382,727.

    13F-HR 0001140361-26-005347 filed by Fiduciary Trust 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 13,111 shares
    Change vs previous 13F +1,084 shares

    0.06% of the 13F portfolio, value $5,300,668.

    13F-HR 0001140361-25-042195 filed by Fiduciary Trust 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 12,027 shares
    Change vs previous 13F -287 shares

    0.07% of the 13F portfolio, value $5,311,245.

    13F-HR 0001140361-25-030927 filed by Fiduciary Trust 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 12,314 shares
    Change vs previous 13F +2,950 shares

    0.08% of the 13F portfolio, value $6,259,408.

    13F-HR 0001140361-25-019049 filed by Fiduciary Trust 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 9,364 shares
    Change vs previous 13F -292 shares

    0.06% of the 13F portfolio, value $4,437,694.

    13F-HR 0001140361-25-004621 filed by Fiduciary Trust 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 9,656 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $4,749,788.

    13F-HR 0001140361-24-046718 filed by Fiduciary Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).