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Disclosery

Florida Trust Wealth Management Co: IVW position timeline

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

Florida Trust Wealth Management Co held 10,878 IVW 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 10,878 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $1,496,051.

    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 10,878 shares
    Change vs previous 13F +267 shares

    0.03% of the 13F portfolio, value $1,230,411.

    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 10,611 shares
    Change vs previous 13F -350 shares

    0.04% of the 13F portfolio, value $1,307,912.

    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 10,961 shares
    Change vs previous 13F +292 shares

    0.04% of the 13F portfolio, value $1,323,212.

    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 10,669 shares
    Change vs previous 13F +3,764 shares

    0.04% of the 13F portfolio, value $1,174,657.

    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 6,905 shares
    Change vs previous 13F -100 shares

    0.02% of the 13F portfolio, value $640,991.

    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 7,005 shares
    Change vs previous 13F +109 shares

    0.02% of the 13F portfolio, value $711,218.

    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 6,896 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $660,292.

    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).