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Disclosery

Caldwell Trust Co: AMT position timeline

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

Caldwell Trust Co held 3,137 AMT 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 3,137 shares
    Change vs previous 13F -176 shares

    0.04% of the 13F portfolio, value $513,119.

    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 3,313 shares
    Change vs previous 13F -85 shares

    0.05% of the 13F portfolio, value $571,758.

    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 3,398 shares
    Change vs previous 13F -1,151 shares

    0.05% of the 13F portfolio, value $596,587.

    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 4,549 shares
    Change vs previous 13F -217 shares

    0.08% of the 13F portfolio, value $874,864.

    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 4,766 shares
    Change vs previous 13F -474 shares

    0.11% of the 13F portfolio, value $1,053,381.

    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 5,240 shares
    Change vs previous 13F +282 shares

    0.12% of the 13F portfolio, value $1,140,224.

    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 4,958 shares
    Change vs previous 13F -419 shares

    0.09% of the 13F portfolio, value $909,347.

    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 5,377 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,250,475.

    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).