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Disclosery

Florida Trust Wealth Management Co: CVS position timeline

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

Florida Trust Wealth Management Co held 20,043 CVS 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 20,043 shares
    Change vs previous 13F +1,288 shares

    0.05% of the 13F portfolio, value $2,073,448.

    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 18,755 shares
    Change vs previous 13F -2,380 shares

    0.04% of the 13F portfolio, value $1,346,984.

    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 21,135 shares
    Change vs previous 13F -688 shares

    0.05% of the 13F portfolio, value $1,677,274.

    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 21,823 shares
    Change vs previous 13F -3,065 shares

    0.05% of the 13F portfolio, value $1,645,236.

    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 24,888 shares
    Change vs previous 13F -4,231 shares

    0.05% of the 13F portfolio, value $1,716,774.

    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 29,119 shares
    Change vs previous 13F -16,277 shares

    0.06% of the 13F portfolio, value $1,972,813.

    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 45,396 shares
    Change vs previous 13F -13,337 shares

    0.07% of the 13F portfolio, value $2,037,827.

    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 58,733 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,693,131.

    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).