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Florida Trust Wealth Management Co: VOO position timeline

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

Florida Trust Wealth Management Co held 12,993 VOO 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 12,993 shares
    Change vs previous 13F -3,446 shares

    0.22% of the 13F portfolio, value $8,923,722.

    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 16,439 shares
    Change vs previous 13F +2,016 shares

    0.27% of the 13F portfolio, value $9,823,124.

    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 14,423 shares
    Change vs previous 13F +213 shares

    0.25% of the 13F portfolio, value $9,045,096.

    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 14,210 shares
    Change vs previous 13F -5 shares

    0.25% of the 13F portfolio, value $8,701,920.

    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 14,215 shares
    Change vs previous 13F -185 shares

    0.25% of the 13F portfolio, value $8,074,546.

    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 14,400 shares
    Change vs previous 13F -32 shares

    0.24% of the 13F portfolio, value $7,400,304.

    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 14,432 shares
    Change vs previous 13F -359 shares

    0.25% of the 13F portfolio, value $7,776,106.

    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 14,791 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $7,804,767.

    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).