Florida Trust Wealth Management Co: DFLV position timeline

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

Florida Trust Wealth Management Co held 6,827 DFLV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

period ended2026-06-30
13F 6,827 shares
Change vs previous 13F -5,490 shares
0.01% of the 13F portfolio, value $269,940.
13F-HR 0001651023-26-000004 filed by Florida Trust Wealth Management Co
Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 12,317 shares
Change vs previous 13F not available
0.01% of the 13F portfolio, value $439,840.
13F-HR 0001651023-26-000002 filed by Florida Trust Wealth Management Co
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).