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Disclosery

Caldwell Investment Management Ltd.: RBA position timeline

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

Caldwell Investment Management Ltd. held 9,900 RBA 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 9,900 shares
    Change vs previous 13F +9,900 shares

    0.76% of the 13F portfolio, value $1,150,260.

    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 ended2025-12-31
    13F 0 shares
    Change vs previous 13F -54,800 shares

    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).

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

  3. period ended2025-09-30
    13F 54,800 shares
    Change vs previous 13F 0 shares

    3.87% of the 13F portfolio, value $5,889,074.

    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).

  4. period ended2025-06-30
    13F 54,800 shares
    Change vs previous 13F 0 shares

    5.03% of the 13F portfolio, value $5,810,980.

    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).

  5. period ended2025-03-31
    13F 54,800 shares
    Change vs previous 13F 0 shares

    3.96% of the 13F portfolio, value $5,343,123.

    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 54,800 shares
    Change vs previous 13F 0 shares

    3.33% of the 13F portfolio, value $4,942,140.

    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 54,800 shares
    Change vs previous 13F not available

    3.08% of the 13F portfolio, value $4,397,324.

    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).