Florida Trust Wealth Management Co SEC EDGAR Filings (CIK 0001651023)

SEC EDGAR filings, ownership reports, and insider transactions for Florida Trust Wealth Management Co.

Business address
2450 Periwinkle Way, Sanibel, FL, 33957
Top securities (13F)
GOOG, AAPL, MSFT, VYM, V, HD, JPM, JNJ, VUG, AMZN, ABBV, GOOGL, BRKB, BN, MRK, NVDA, ORCL, ACN, MA, and COST
State of incorporation
FL
Fiscal year end
31 December
Former names
Sanibel Captiva Trust Company, Inc. (to 15 Apr 2025)
⭐ Add to watchlist ⭐
Florida Trust Wealth Management Co has filed 11 SEC EDGAR filings since 16 Feb 2024

Latest Filings

Recent SEC filings for Florida Trust Wealth Management Co including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Jan 2026 31 Dec 2025 028-23971
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Oct 2025 30 Sep 2025 028-23971
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2025 30 Jun 2025 028-23971
N-PX Open N-PX document View SEC filing for N-PX 13 Aug 2025 30 Jun 2025 028-23971
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Apr 2025 31 Mar 2025 028-23971
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jan 2025 31 Dec 2024 028-23971
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Oct 2024 30 Sep 2024 028-23971
N-PX Open N-PX document View SEC filing for N-PX 28 Aug 2024 30 Jun 2024 028-23971
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jul 2024 30 Jun 2024 028-23971
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 May 2024 31 Mar 2024 028-23971
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Feb 2024 31 Dec 2023 028-23971

About this filer

Florida Trust Wealth Management Co files with the SEC under CIK 0001651023. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

Related pages