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Disclosery

Caldwell Trust Co: AVB position timeline

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

Caldwell Trust Co held 965 AVB 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 965 shares
    Change vs previous 13F -554 shares

    0.01% of the 13F portfolio, value $182,086.

    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 1,519 shares
    Change vs previous 13F -577 shares

    0.02% of the 13F portfolio, value $248,129.

    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 2,096 shares
    Change vs previous 13F -1,196 shares

    0.03% of the 13F portfolio, value $380,026.

    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 3,292 shares
    Change vs previous 13F -2,626 shares

    0.06% of the 13F portfolio, value $635,916.

    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 5,918 shares
    Change vs previous 13F +62 shares

    0.12% of the 13F portfolio, value $1,204,313.

    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 5,856 shares
    Change vs previous 13F +448 shares

    0.13% of the 13F portfolio, value $1,256,815.

    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 5,408 shares
    Change vs previous 13F +781 shares

    0.12% of the 13F portfolio, value $1,189,598.

    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 4,627 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,042,232.

    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).