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Disclosery

Caldwell Trust Co: AMZN position timeline

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

Caldwell Trust Co held 132,898 AMZN 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 132,898 shares
    Change vs previous 13F -2,247 shares

    2.56% of the 13F portfolio, value $31,674,909.

    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 135,145 shares
    Change vs previous 13F +2,195 shares

    2.51% of the 13F portfolio, value $28,146,649.

    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 132,950 shares
    Change vs previous 13F +26 shares

    2.73% of the 13F portfolio, value $30,687,519.

    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 132,924 shares
    Change vs previous 13F -916 shares

    2.73% of the 13F portfolio, value $29,186,123.

    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 133,840 shares
    Change vs previous 13F +483 shares

    2.94% of the 13F portfolio, value $29,363,158.

    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 133,357 shares
    Change vs previous 13F -135 shares

    2.72% of the 13F portfolio, value $25,372,503.

    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 133,492 shares
    Change vs previous 13F -3,023 shares

    3.06% of the 13F portfolio, value $29,286,810.

    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 136,515 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $25,436,840.

    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).