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Disclosery

Florida Trust Wealth Management Co: VB position timeline

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

Florida Trust Wealth Management Co held 32,477 VB 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 32,477 shares
    Change vs previous 13F +883 shares

    0.25% of the 13F portfolio, value $9,844,428.

    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 31,594 shares
    Change vs previous 13F +526 shares

    0.23% of the 13F portfolio, value $8,275,100.

    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 31,068 shares
    Change vs previous 13F -2,253 shares

    0.22% of the 13F portfolio, value $8,013,991.

    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 33,321 shares
    Change vs previous 13F -1,045 shares

    0.24% of the 13F portfolio, value $8,472,864.

    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 34,366 shares
    Change vs previous 13F -4,815 shares

    0.25% of the 13F portfolio, value $8,144,055.

    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 39,181 shares
    Change vs previous 13F +510 shares

    0.28% of the 13F portfolio, value $8,688,387.

    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 38,671 shares
    Change vs previous 13F +1,523 shares

    0.3% of the 13F portfolio, value $9,291,868.

    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 37,148 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $8,811,877.

    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).