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Disclosery

Caldwell Trust Co: ASH position timeline

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

Caldwell Trust Co held 794 ASH 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 794 shares
    Change vs previous 13F -199 shares

    <0.01% of the 13F portfolio, value $52,317.

    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 993 shares
    Change vs previous 13F +37 shares

    <0.01% of the 13F portfolio, value $55,221.

    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 956 shares
    Change vs previous 13F -314 shares

    <0.01% of the 13F portfolio, value $56,089.

    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 1,270 shares
    Change vs previous 13F +32 shares

    0.01% of the 13F portfolio, value $60,846.

    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 1,238 shares
    Change vs previous 13F +185 shares

    0.01% of the 13F portfolio, value $62,247.

    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 1,053 shares
    Change vs previous 13F -110 shares

    0.01% of the 13F portfolio, value $62,432.

    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 1,163 shares
    Change vs previous 13F +150 shares

    0.01% of the 13F portfolio, value $83,108.

    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 1,013 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $88,101.

    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).