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Disclosery

Caldwell Investment Management Ltd.: MIAX position timeline

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

Caldwell Investment Management Ltd. held 600,000 MIAX 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 600,000 shares
    Change vs previous 13F -63,810 shares

    14.63% of the 13F portfolio, value $22,279,367.

    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 663,810 shares
    Change vs previous 13F -75,000 shares

    9.77% of the 13F portfolio, value $24,923,158.

    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 738,810 shares
    Change vs previous 13F +75,000 shares

    20.74% of the 13F portfolio, value $33,726,334.

    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 663,810 shares
    Change vs previous 13F not available

    17.76% of the 13F portfolio, value $27,056,225.

    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).