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Disclosery

Caldwell Trust Co: ADI position timeline

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

Caldwell Trust Co held 7,006 ADI 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 7,006 shares
    Change vs previous 13F +480 shares

    0.23% of the 13F portfolio, value $2,782,573.

    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 6,526 shares
    Change vs previous 13F +200 shares

    0.19% of the 13F portfolio, value $2,076,182.

    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 6,326 shares
    Change vs previous 13F +131 shares

    0.15% of the 13F portfolio, value $1,715,611.

    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 6,195 shares
    Change vs previous 13F -64 shares

    0.14% of the 13F portfolio, value $1,522,112.

    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 6,259 shares
    Change vs previous 13F +208 shares

    0.15% of the 13F portfolio, value $1,489,767.

    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 6,051 shares
    Change vs previous 13F +457 shares

    0.13% of the 13F portfolio, value $1,220,305.

    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 5,594 shares
    Change vs previous 13F -200 shares

    0.12% of the 13F portfolio, value $1,188,501.

    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 5,794 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,333,605.

    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).