Skip to content
Disclosery

Florida Trust Wealth Management Co: VIG position timeline

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

Florida Trust Wealth Management Co held 177,904 VIG 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 177,904 shares
    Change vs previous 13F +736 shares

    1.05% of the 13F portfolio, value $42,095,644.

    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 177,168 shares
    Change vs previous 13F -2,362 shares

    1.07% of the 13F portfolio, value $38,101,751.

    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 179,530 shares
    Change vs previous 13F -2,680 shares

    1.09% of the 13F portfolio, value $39,457,103.

    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 182,210 shares
    Change vs previous 13F +544 shares

    1.12% of the 13F portfolio, value $39,319,095.

    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 181,666 shares
    Change vs previous 13F +3,550 shares

    1.14% of the 13F portfolio, value $37,181,580.

    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 178,116 shares
    Change vs previous 13F +3,696 shares

    1.12% of the 13F portfolio, value $34,552,723.

    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 174,420 shares
    Change vs previous 13F +1,030 shares

    1.09% of the 13F portfolio, value $34,156,669.

    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 173,390 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $34,341,624.

    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).