Canandaigua National Trust Co of Florida

13F Filings History

Latest 13F report
Q4 2024 - Jan 6, 2025
Value $
$128M
Signature - Title
Beth Uhlen - Vice President and Wealth Ops 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 110 stock holdings with total value $128M as of Q4 2024. Top holdings included LLY, SPY, IUSV, MSFT, and MDYV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 110 $128M +$21M -$5.73M +$15.3M LLY, SPY, IUSV, MSFT, MDYV 13F-HR 1/6/2025, 04:16 PM
Q3 2024 99 $116M $0 $0 LLY, SPY, IUSV, FNDF, MDYV 13F-HR 11/5/2024, 01:10 PM