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Disclosery

Caldwell Trust Co: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Caldwell Trust Co on AAPL, newest first. How the timeline and the estimate are built.

Caldwell Trust Co held 248,637 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 248,637 shares
    Change vs previous 13F -2,578 shares

    5.82% of the 13F portfolio, value $71,945,603.

    13F-HR 0001420506-26-001370 filed by Caldwell Trust Co
    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 251,215 shares
    Change vs previous 13F +2,154 shares

    5.7% of the 13F portfolio, value $63,755,855.

    13F-HR 0001420506-26-000706 filed by Caldwell Trust Co
    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 249,061 shares
    Change vs previous 13F -1,942 shares

    6.02% of the 13F portfolio, value $67,709,724.

    13F-HR 0001420506-26-000112 filed by Caldwell Trust Co
    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 251,003 shares
    Change vs previous 13F +230 shares

    5.97% of the 13F portfolio, value $63,912,894.

    13F-HR 0001420506-25-002900 filed by Caldwell Trust Co
    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 250,773 shares
    Change vs previous 13F +5,372 shares

    5.15% of the 13F portfolio, value $51,451,097.

    13F-HR 0001420506-25-002730 filed by Caldwell Trust Co
    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 245,401 shares
    Change vs previous 13F +901 shares

    5.85% of the 13F portfolio, value $54,510,924.

    13F-HR 0001420506-25-002738 filed by Caldwell Trust Co
    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 244,500 shares
    Change vs previous 13F -3,787 shares

    6.4% of the 13F portfolio, value $61,227,690.

    13F-HR 0001420506-25-002748 filed by Caldwell Trust Co
    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 248,287 shares
    Change vs previous 13F not available

    6.08% of the 13F portfolio, value $57,850,871.

    13F-HR 0001420506-25-002749 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).