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Florida Trust Wealth Management Co: VNQ position timeline

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

Florida Trust Wealth Management Co held 8,879 VNQ 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 8,879 shares
    Change vs previous 13F -560 shares

    0.02% of the 13F portfolio, value $856,202.

    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 9,439 shares
    Change vs previous 13F -800 shares

    0.02% of the 13F portfolio, value $837,239.

    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 10,239 shares
    Change vs previous 13F -969 shares

    0.03% of the 13F portfolio, value $906,049.

    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 11,208 shares
    Change vs previous 13F -1,190 shares

    0.03% of the 13F portfolio, value $1,024,635.

    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 12,398 shares
    Change vs previous 13F -4,398 shares

    0.03% of the 13F portfolio, value $1,104,166.

    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 16,796 shares
    Change vs previous 13F -3,220 shares

    0.05% of the 13F portfolio, value $1,520,710.

    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 20,016 shares
    Change vs previous 13F -4,558 shares

    0.06% of the 13F portfolio, value $1,783,025.

    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 24,574 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,393,999.

    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).