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Disclosery

Caldwell Trust Co: AMAT position timeline

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

Caldwell Trust Co held 13,692 AMAT 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 13,692 shares
    Change vs previous 13F -308 shares

    0.8% of the 13F portfolio, value $9,899,316.

    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 14,000 shares
    Change vs previous 13F +229 shares

    0.43% of the 13F portfolio, value $4,785,060.

    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 13,771 shares
    Change vs previous 13F +83 shares

    0.31% of the 13F portfolio, value $3,539,009.

    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 13,688 shares
    Change vs previous 13F +390 shares

    0.26% of the 13F portfolio, value $2,802,481.

    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 13,298 shares
    Change vs previous 13F +328 shares

    0.24% of the 13F portfolio, value $2,434,465.

    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 12,970 shares
    Change vs previous 13F +298 shares

    0.2% of the 13F portfolio, value $1,882,206.

    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 12,672 shares
    Change vs previous 13F +78 shares

    0.22% of the 13F portfolio, value $2,060,847.

    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 12,594 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,544,618.

    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).