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Disclosery

Florida Trust Wealth Management Co: VO position timeline

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

Florida Trust Wealth Management Co held 59,748 VO 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 59,748 shares
    Change vs previous 13F +52,478 shares

    0.12% of the 13F portfolio, value $4,813,897.

    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 7,270 shares
    Change vs previous 13F +1,430 shares

    0.06% of the 13F portfolio, value $2,087,799.

    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 5,840 shares
    Change vs previous 13F -840 shares

    0.05% of the 13F portfolio, value $1,694,885.

    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 6,680 shares
    Change vs previous 13F +1,210 shares

    0.06% of the 13F portfolio, value $1,962,183.

    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 5,470 shares
    Change vs previous 13F +280 shares

    0.05% of the 13F portfolio, value $1,530,670.

    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 5,190 shares
    Change vs previous 13F -23 shares

    0.04% of the 13F portfolio, value $1,342,238.

    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 5,213 shares
    Change vs previous 13F +2,503 shares

    0.04% of the 13F portfolio, value $1,376,910.

    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 2,710 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $714,979.

    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).