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Disclosery

Florida Trust Wealth Management Co: V position timeline

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

Florida Trust Wealth Management Co held 248,992 V 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 248,992 shares
    Change vs previous 13F -7,567 shares

    2.13% of the 13F portfolio, value $85,426,322.

    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 256,559 shares
    Change vs previous 13F -1,440 shares

    2.17% of the 13F portfolio, value $77,542,090.

    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 257,999 shares
    Change vs previous 13F -3,425 shares

    2.5% of the 13F portfolio, value $90,482,478.

    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 261,424 shares
    Change vs previous 13F -3,278 shares

    2.54% of the 13F portfolio, value $89,244,583.

    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 264,702 shares
    Change vs previous 13F -9,695 shares

    2.89% of the 13F portfolio, value $93,982,090.

    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 274,397 shares
    Change vs previous 13F -7,371 shares

    3.12% of the 13F portfolio, value $96,164,823.

    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 281,768 shares
    Change vs previous 13F -4,849 shares

    2.85% of the 13F portfolio, value $89,049,642.

    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 286,617 shares
    Change vs previous 13F not available

    2.52% of the 13F portfolio, value $78,805,069.

    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).