Canandaigua National Trust Co of Florida

13F Filings History

Latest 13F report
Q3 2024 - Nov 5, 2024
Value $
$116M
Signature - Title
Beth Uhlen - Vice President and Wealth Operations Manager
Location
Canandaigua, NY
Summary
This page shows a list of all the recent 13F filings made by Canandaigua National Trust Co of Florida. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Canandaigua National Trust Co of Florida reported 99 stock holdings with total value $116M as of Q3 2024. Top holdings included LLY, SPY, IUSV, FNDF, and MDYV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 99 $116M $0 $0 LLY, SPY, IUSV, FNDF, MDYV 13F-HR 11/5/2024, 01:10 PM