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Caldwell Investment Management Ltd.: ICE position timeline

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

Caldwell Investment Management Ltd. held 100,000 ICE 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 100,000 shares
    Change vs previous 13F 0 shares

    8.08% of the 13F portfolio, value $12,301,816.

    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 100,000 shares
    Change vs previous 13F 0 shares

    6.16% of the 13F portfolio, value $15,713,092.

    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 100,000 shares
    Change vs previous 13F 0 shares

    10.02% of the 13F portfolio, value $16,305,119.

    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 100,000 shares
    Change vs previous 13F 0 shares

    11.02% of the 13F portfolio, value $16,794,463.

    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 100,000 shares
    Change vs previous 13F 0 shares

    15.88% of the 13F portfolio, value $18,326,838.

    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 100,000 shares
    Change vs previous 13F 0 shares

    12.88% of the 13F portfolio, value $17,362,745.

    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 100,000 shares
    Change vs previous 13F 0 shares

    10.06% of the 13F portfolio, value $14,917,664.

    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 100,000 shares
    Change vs previous 13F not available

    11.12% of the 13F portfolio, value $15,854,199.

    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).