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Disclosery

Caldwell Trust Co: AGG position timeline

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

Caldwell Trust Co held 158,921 AGG 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 158,921 shares
    Change vs previous 13F +13,216 shares

    1.27% of the 13F portfolio, value $15,730,001.

    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 145,705 shares
    Change vs previous 13F +10,178 shares

    1.29% of the 13F portfolio, value $14,464,135.

    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 135,527 shares
    Change vs previous 13F +21,183 shares

    1.2% of the 13F portfolio, value $13,536,437.

    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 114,344 shares
    Change vs previous 13F +7,836 shares

    1.07% of the 13F portfolio, value $11,462,986.

    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 106,508 shares
    Change vs previous 13F +5,530 shares

    1.06% of the 13F portfolio, value $10,565,594.

    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 100,978 shares
    Change vs previous 13F +7,129 shares

    1.07% of the 13F portfolio, value $9,988,744.

    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 93,849 shares
    Change vs previous 13F +8,916 shares

    0.95% of the 13F portfolio, value $9,093,968.

    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 84,933 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $8,601,165.

    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).