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Disclosery

Caldwell Trust Co: AVGO position timeline

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

Caldwell Trust Co held 27,683 AVGO 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 27,683 shares
    Change vs previous 13F -57 shares

    0.85% of the 13F portfolio, value $10,457,253.

    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 27,740 shares
    Change vs previous 13F -77 shares

    0.77% of the 13F portfolio, value $8,585,808.

    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 27,817 shares
    Change vs previous 13F -104 shares

    0.86% of the 13F portfolio, value $9,627,464.

    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 27,921 shares
    Change vs previous 13F -418 shares

    0.86% of the 13F portfolio, value $9,211,417.

    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 28,339 shares
    Change vs previous 13F -1,392 shares

    0.78% of the 13F portfolio, value $7,811,645.

    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 29,731 shares
    Change vs previous 13F -2,819 shares

    0.53% of the 13F portfolio, value $4,977,861.

    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 32,550 shares
    Change vs previous 13F -35 shares

    0.79% of the 13F portfolio, value $7,546,392.

    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 32,585 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $5,620,913.

    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).