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Caldwell Investment Management Ltd.: IBKR position timeline

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

Caldwell Investment Management Ltd. held 13,900 IBKR 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 13,900 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $1,208,953.

    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 13,900 shares
    Change vs previous 13F -13,200 shares

    0.35% of the 13F portfolio, value $886,368.

    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 27,100 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $1,760,325.

    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 27,100 shares
    Change vs previous 13F -3,300 shares

    1.22% of the 13F portfolio, value $1,863,976.

    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 30,400 shares
    Change vs previous 13F +23,600 shares

    1.46% of the 13F portfolio, value $1,682,613.

    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 6,800 shares
    Change vs previous 13F 0 shares

    0.83% of the 13F portfolio, value $1,113,156.

    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 6,800 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,215,285.

    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).