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Florida Trust Wealth Management Co: IVV position timeline

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

Florida Trust Wealth Management Co held 9,621 IVV 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 9,621 shares
    Change vs previous 13F +1,646 shares

    0.18% of the 13F portfolio, value $7,205,071.

    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 7,975 shares
    Change vs previous 13F +1,657 shares

    0.15% of the 13F portfolio, value $5,209,350.

    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 6,318 shares
    Change vs previous 13F +115 shares

    0.12% of the 13F portfolio, value $4,327,451.

    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 6,203 shares
    Change vs previous 13F +583 shares

    0.12% of the 13F portfolio, value $4,151,668.

    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 5,620 shares
    Change vs previous 13F +614 shares

    0.11% of the 13F portfolio, value $3,489,458.

    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 5,006 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $2,812,871.

    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 5,006 shares
    Change vs previous 13F +589 shares

    0.09% of the 13F portfolio, value $2,946,932.

    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 4,417 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,547,814.

    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).