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Disclosery

Caldwell Trust Co: ABBV position timeline

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

Caldwell Trust Co held 27,070 ABBV 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 27,070 shares
    Change vs previous 13F +1,557 shares

    0.55% of the 13F portfolio, value $6,811,895.

    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 25,513 shares
    Change vs previous 13F +1,064 shares

    0.5% of the 13F portfolio, value $5,548,822.

    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 24,449 shares
    Change vs previous 13F -540 shares

    0.5% of the 13F portfolio, value $5,586,352.

    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 24,989 shares
    Change vs previous 13F -121 shares

    0.54% of the 13F portfolio, value $5,785,953.

    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 25,110 shares
    Change vs previous 13F +759 shares

    0.47% of the 13F portfolio, value $4,660,918.

    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 24,351 shares
    Change vs previous 13F +244 shares

    0.55% of the 13F portfolio, value $5,102,022.

    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 24,107 shares
    Change vs previous 13F -1,356 shares

    0.45% of the 13F portfolio, value $4,283,814.

    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 25,463 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $5,028,433.

    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).