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Disclosery

Caldwell Trust Co: ALL position timeline

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

Caldwell Trust Co held 9,778 ALL 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 9,778 shares
    Change vs previous 13F -2,976 shares

    0.19% of the 13F portfolio, value $2,326,577.

    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 12,754 shares
    Change vs previous 13F -50 shares

    0.24% of the 13F portfolio, value $2,644,414.

    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 12,804 shares
    Change vs previous 13F -250 shares

    0.24% of the 13F portfolio, value $2,665,153.

    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 13,054 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $2,802,041.

    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 13,054 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $2,627,901.

    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 13,054 shares
    Change vs previous 13F +902 shares

    0.29% of the 13F portfolio, value $2,703,092.

    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 12,152 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $2,342,784.

    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 12,152 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,304,627.

    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).