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Disclosery

Florida Trust Wealth Management Co: VUSB position timeline

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

Florida Trust Wealth Management Co held 66,687 VUSB 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 66,687 shares
    Change vs previous 13F +28,860 shares

    0.08% of the 13F portfolio, value $3,319,679.

    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 37,827 shares
    Change vs previous 13F +5,846 shares

    0.05% of the 13F portfolio, value $1,883,218.

    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 31,981 shares
    Change vs previous 13F +8,443 shares

    0.04% of the 13F portfolio, value $1,593,933.

    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 23,538 shares
    Change vs previous 13F +5,668 shares

    0.03% of the 13F portfolio, value $1,176,782.

    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 17,870 shares
    Change vs previous 13F +11,743 shares

    0.03% of the 13F portfolio, value $891,088.

    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 6,127 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $305,461.

    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).