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Disclosery

Caldwell Trust Co: ACN position timeline

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

Caldwell Trust Co held 4,028 ACN 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 4,028 shares
    Change vs previous 13F -1,249 shares

    0.04% of the 13F portfolio, value $501,244.

    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 5,277 shares
    Change vs previous 13F -292 shares

    0.09% of the 13F portfolio, value $1,046,376.

    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 5,569 shares
    Change vs previous 13F -2,455 shares

    0.13% of the 13F portfolio, value $1,494,163.

    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 8,024 shares
    Change vs previous 13F -1,853 shares

    0.18% of the 13F portfolio, value $1,978,718.

    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 9,877 shares
    Change vs previous 13F -494 shares

    0.3% of the 13F portfolio, value $2,952,137.

    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 10,371 shares
    Change vs previous 13F -596 shares

    0.35% of the 13F portfolio, value $3,236,167.

    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 10,967 shares
    Change vs previous 13F -1,561 shares

    0.4% of the 13F portfolio, value $3,858,081.

    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 12,528 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $4,428,397.

    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).