Skip to content
Disclosery

Caldwell Trust Co: ABT position timeline

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

Caldwell Trust Co held 42,254 ABT 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 42,254 shares
    Change vs previous 13F -5,392 shares

    0.31% of the 13F portfolio, value $3,834,128.

    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 47,646 shares
    Change vs previous 13F -2,348 shares

    0.44% of the 13F portfolio, value $4,891,815.

    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 49,994 shares
    Change vs previous 13F -1,151 shares

    0.56% of the 13F portfolio, value $6,263,749.

    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 51,145 shares
    Change vs previous 13F -784 shares

    0.64% of the 13F portfolio, value $6,850,362.

    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 51,929 shares
    Change vs previous 13F -10 shares

    0.71% of the 13F portfolio, value $7,062,864.

    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 51,939 shares
    Change vs previous 13F +333 shares

    0.74% of the 13F portfolio, value $6,889,709.

    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 51,606 shares
    Change vs previous 13F -1,583 shares

    0.61% of the 13F portfolio, value $5,837,154.

    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 53,189 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $6,064,078.

    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).