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Disclosery

Caldwell Investment Management Ltd.: ATS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Caldwell Investment Management Ltd. on ATS, newest first. How the timeline and the estimate are built.

Caldwell Investment Management Ltd. held 60,800 ATS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,800 shares
    Change vs previous 13F 0 shares

    1.15% of the 13F portfolio, value $1,749,049.

    13F-HR 0001904373-26-000003 filed by Caldwell Investment Management Ltd.
    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 60,800 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $1,648,479.

    13F-HR 0001904373-26-000002 filed by Caldwell Investment Management Ltd.
    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 60,800 shares
    Change vs previous 13F 0 shares

    1.04% of the 13F portfolio, value $1,688,773.

    13F-HR 0001904373-26-000001 filed by Caldwell Investment Management Ltd.
    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 60,800 shares
    Change vs previous 13F 0 shares

    1.05% of the 13F portfolio, value $1,602,349.

    13F-HR 0001904373-25-000009 filed by Caldwell Investment Management Ltd.
    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 60,800 shares
    Change vs previous 13F 0 shares

    1.68% of the 13F portfolio, value $1,935,458.

    13F-HR 0001904373-25-000007 filed by Caldwell Investment Management Ltd.
    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 60,800 shares
    Change vs previous 13F +12,700 shares

    1.16% of the 13F portfolio, value $1,570,320.

    13F-HR 0001904373-25-000004 filed by Caldwell Investment Management Ltd.
    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 48,100 shares
    Change vs previous 13F 0 shares

    0.98% of the 13F portfolio, value $1,454,433.

    13F-HR 0001904373-25-000002 filed by Caldwell Investment Management Ltd.
    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 48,100 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,429,556.

    13F-HR 0001904373-24-000010 filed by Caldwell Investment Management Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).