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Florida Trust Wealth Management Co: VYM position timeline

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

Florida Trust Wealth Management Co held 798,906 VYM 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 798,906 shares
    Change vs previous 13F +9,230 shares

    3.14% of the 13F portfolio, value $126,251,115.

    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 789,676 shares
    Change vs previous 13F -533 shares

    3.27% of the 13F portfolio, value $116,951,016.

    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 790,209 shares
    Change vs previous 13F -18,475 shares

    3.13% of the 13F portfolio, value $113,410,796.

    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 808,684 shares
    Change vs previous 13F -1,484 shares

    3.25% of the 13F portfolio, value $113,984,010.

    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 810,168 shares
    Change vs previous 13F -6,888 shares

    3.32% of the 13F portfolio, value $108,003,496.

    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 817,056 shares
    Change vs previous 13F +20,170 shares

    3.42% of the 13F portfolio, value $105,367,542.

    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 796,886 shares
    Change vs previous 13F +9,241 shares

    3.25% of the 13F portfolio, value $101,674,684.

    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 787,645 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $100,976,089.

    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).