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Disclosery

Florida Trust Wealth Management Co: VLO position timeline

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

Florida Trust Wealth Management Co held 6,130 VLO 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 6,130 shares
    Change vs previous 13F +139 shares

    0.04% of the 13F portfolio, value $1,596,497.

    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 5,991 shares
    Change vs previous 13F +316 shares

    0.04% of the 13F portfolio, value $1,480,256.

    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 5,675 shares
    Change vs previous 13F +75 shares

    0.03% of the 13F portfolio, value $923,834.

    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 5,600 shares
    Change vs previous 13F +19 shares

    0.03% of the 13F portfolio, value $953,456.

    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 5,581 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $750,198.

    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 5,581 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $737,083.

    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 5,581 shares
    Change vs previous 13F +116 shares

    0.02% of the 13F portfolio, value $684,175.

    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 5,465 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $737,939.

    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).