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Disclosery

Caldwell Investment Management Ltd.: MFC position timeline

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

Caldwell Investment Management Ltd. held 244,000 MFC 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 244,000 shares
    Change vs previous 13F +244,000 shares

    6.49% of the 13F portfolio, value $9,876,345.

    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 0 shares
    Change vs previous 13F -105,000 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 105,000 shares
    Change vs previous 13F +105,000 shares

    2.36% of the 13F portfolio, value $3,834,996.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -77,200 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 77,200 shares
    Change vs previous 13F -103,800 shares

    1.75% of the 13F portfolio, value $2,366,036.

    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).

  6. period ended2024-12-31
    13F 181,000 shares
    Change vs previous 13F 0 shares

    3.73% of the 13F portfolio, value $5,534,645.

    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).

  7. period ended2024-09-30
    13F 181,000 shares
    Change vs previous 13F not available

    3.75% of the 13F portfolio, value $5,344,611.

    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).