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Disclosery

Caldwell Investment Management Ltd.: CBOE position timeline

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

Caldwell Investment Management Ltd. held 110,000 CBOE 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 110,000 shares
    Change vs previous 13F -8,000 shares

    17.52% of the 13F portfolio, value $26,673,787.

    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 118,000 shares
    Change vs previous 13F 0 shares

    13.07% of the 13F portfolio, value $33,351,924.

    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 118,000 shares
    Change vs previous 13F 0 shares

    18.45% of the 13F portfolio, value $30,015,690.

    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 118,000 shares
    Change vs previous 13F 0 shares

    19.07% of the 13F portfolio, value $29,048,473.

    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 118,000 shares
    Change vs previous 13F +3,600 shares

    23.81% of the 13F portfolio, value $27,488,538.

    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 114,400 shares
    Change vs previous 13F +4,400 shares

    18.78% of the 13F portfolio, value $25,316,744.

    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 110,000 shares
    Change vs previous 13F 0 shares

    14.51% of the 13F portfolio, value $21,524,401.

    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 110,000 shares
    Change vs previous 13F not available

    15.62% of the 13F portfolio, value $22,275,040.

    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).