Skip to content
Disclosery

Florida Trust Wealth Management Co: SPYV position timeline

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

Florida Trust Wealth Management Co held 7,627 SPYV 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 7,627 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $463,645.

    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 7,627 shares
    Change vs previous 13F -450 shares

    0.01% of the 13F portfolio, value $431,536.

    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 8,077 shares
    Change vs previous 13F +2,031 shares

    0.01% of the 13F portfolio, value $458,854.

    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 6,046 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $334,525.

    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 6,046 shares
    Change vs previous 13F -295 shares

    0.01% of the 13F portfolio, value $316,448.

    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 6,341 shares
    Change vs previous 13F +1,795 shares

    0.01% of the 13F portfolio, value $323,835.

    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 4,546 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $232,482.

    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 4,546 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $240,302.

    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).