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Disclosery

Caldwell Trust Co: AMGN position timeline

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

Caldwell Trust Co held 26,584 AMGN 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 26,584 shares
    Change vs previous 13F -5,047 shares

    0.78% of the 13F portfolio, value $9,626,598.

    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 31,631 shares
    Change vs previous 13F +233 shares

    0.99% of the 13F portfolio, value $11,129,367.

    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 31,398 shares
    Change vs previous 13F +469 shares

    0.91% of the 13F portfolio, value $10,276,879.

    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 30,929 shares
    Change vs previous 13F +201 shares

    0.82% of the 13F portfolio, value $8,728,164.

    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 30,728 shares
    Change vs previous 13F +1,565 shares

    0.86% of the 13F portfolio, value $8,579,565.

    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 29,163 shares
    Change vs previous 13F -355 shares

    0.97% of the 13F portfolio, value $9,085,733.

    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 29,518 shares
    Change vs previous 13F +4 shares

    0.8% of the 13F portfolio, value $7,693,572.

    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 29,514 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $9,509,706.

    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).