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Disclosery

Florida Trust Wealth Management Co: AVGO position timeline

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

Florida Trust Wealth Management Co held 117,762 AVGO 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 117,762 shares
    Change vs previous 13F +5,629 shares

    1.11% of the 13F portfolio, value $44,484,595.

    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 112,133 shares
    Change vs previous 13F +7,354 shares

    0.97% of the 13F portfolio, value $34,706,285.

    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 104,779 shares
    Change vs previous 13F +1,976 shares

    1% of the 13F portfolio, value $36,264,012.

    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 102,803 shares
    Change vs previous 13F +6,472 shares

    0.97% of the 13F portfolio, value $33,915,738.

    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 96,331 shares
    Change vs previous 13F -546 shares

    0.82% of the 13F portfolio, value $26,553,640.

    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 96,877 shares
    Change vs previous 13F +1,325 shares

    0.53% of the 13F portfolio, value $16,220,116.

    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 95,552 shares
    Change vs previous 13F +128 shares

    0.71% of the 13F portfolio, value $22,152,776.

    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 95,424 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $16,460,640.

    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).