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Disclosery

Florida Trust Wealth Management Co: IVE position timeline

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

Florida Trust Wealth Management Co held 21,787 IVE 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 21,787 shares
    Change vs previous 13F +824 shares

    0.12% of the 13F portfolio, value $4,946,956.

    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 20,963 shares
    Change vs previous 13F +746 shares

    0.12% of the 13F portfolio, value $4,426,337.

    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 20,217 shares
    Change vs previous 13F +984 shares

    0.12% of the 13F portfolio, value $4,287,419.

    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 19,233 shares
    Change vs previous 13F +1,825 shares

    0.11% of the 13F portfolio, value $3,971,807.

    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 17,408 shares
    Change vs previous 13F +925 shares

    0.1% of the 13F portfolio, value $3,401,871.

    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 16,483 shares
    Change vs previous 13F -1,456 shares

    0.1% of the 13F portfolio, value $3,141,330.

    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 17,939 shares
    Change vs previous 13F -1,525 shares

    0.11% of the 13F portfolio, value $3,424,196.

    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 19,464 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,837,717.

    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).