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Disclosery

Florida Trust Wealth Management Co: VUG position timeline

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

Florida Trust Wealth Management Co held 964,154 VUG 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 964,154 shares
    Change vs previous 13F +804,589 shares

    2.07% of the 13F portfolio, value $83,052,226.

    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 159,565 shares
    Change vs previous 13F +2,605 shares

    1.95% of the 13F portfolio, value $69,696,396.

    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 156,960 shares
    Change vs previous 13F -265 shares

    2.11% of the 13F portfolio, value $76,574,505.

    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 157,225 shares
    Change vs previous 13F -2,995 shares

    2.15% of the 13F portfolio, value $75,406,683.

    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 160,220 shares
    Change vs previous 13F +737 shares

    2.16% of the 13F portfolio, value $70,240,448.

    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 159,483 shares
    Change vs previous 13F +6,483 shares

    1.92% of the 13F portfolio, value $59,139,486.

    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 153,000 shares
    Change vs previous 13F +3,180 shares

    2.01% of the 13F portfolio, value $62,797,320.

    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 149,820 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $57,520,392.

    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).