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Disclosery

Caldwell Trust Co: AMP position timeline

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

Caldwell Trust Co held 5,853 AMP 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 5,853 shares
    Change vs previous 13F -48 shares

    0.22% of the 13F portfolio, value $2,685,122.

    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 5,901 shares
    Change vs previous 13F +505 shares

    0.23% of the 13F portfolio, value $2,622,404.

    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 5,396 shares
    Change vs previous 13F +1,180 shares

    0.24% of the 13F portfolio, value $2,645,875.

    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 4,216 shares
    Change vs previous 13F +72 shares

    0.19% of the 13F portfolio, value $2,071,110.

    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 4,144 shares
    Change vs previous 13F -61 shares

    0.22% of the 13F portfolio, value $2,211,777.

    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 4,205 shares
    Change vs previous 13F +662 shares

    0.22% of the 13F portfolio, value $2,035,683.

    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 3,543 shares
    Change vs previous 13F +608 shares

    0.2% of the 13F portfolio, value $1,886,399.

    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 2,935 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,378,892.

    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).