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Disclosery

Florida Trust Wealth Management Co: VTR position timeline

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

Florida Trust Wealth Management Co held 14,749 VTR 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 14,749 shares
    Change vs previous 13F -11 shares

    0.03% of the 13F portfolio, value $1,309,711.

    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 14,760 shares
    Change vs previous 13F -50 shares

    0.03% of the 13F portfolio, value $1,207,073.

    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 14,810 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $1,145,998.

    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 14,810 shares
    Change vs previous 13F -33 shares

    0.03% of the 13F portfolio, value $1,036,551.

    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 14,843 shares
    Change vs previous 13F +33 shares

    0.03% of the 13F portfolio, value $937,335.

    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 14,810 shares
    Change vs previous 13F -34 shares

    0.03% of the 13F portfolio, value $1,018,336.

    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 14,844 shares
    Change vs previous 13F -1,350 shares

    0.03% of the 13F portfolio, value $874,163.

    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 16,194 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,038,521.

    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).