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Disclosery

Florida Trust Wealth Management Co: VTI position timeline

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

Florida Trust Wealth Management Co held 23,419 VTI 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 23,419 shares
    Change vs previous 13F -160 shares

    0.22% of the 13F portfolio, value $8,665,967.

    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 23,579 shares
    Change vs previous 13F -14 shares

    0.21% of the 13F portfolio, value $7,564,379.

    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 23,593 shares
    Change vs previous 13F -22 shares

    0.22% of the 13F portfolio, value $7,910,025.

    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 23,615 shares
    Change vs previous 13F +107 shares

    0.22% of the 13F portfolio, value $7,749,735.

    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 23,508 shares
    Change vs previous 13F +8 shares

    0.22% of the 13F portfolio, value $7,144,786.

    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 23,500 shares
    Change vs previous 13F +2,280 shares

    0.21% of the 13F portfolio, value $6,458,740.

    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 21,220 shares
    Change vs previous 13F +1,168 shares

    0.2% of the 13F portfolio, value $6,149,768.

    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 20,052 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $5,677,924.

    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).