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Disclosery

Caldwell Trust Co: B position timeline

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

Caldwell Trust Co held 31,473 B 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 31,473 shares
    Change vs previous 13F +4,976 shares

    0.09% of the 13F portfolio, value $1,156,003.

    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 26,497 shares
    Change vs previous 13F +6,132 shares

    0.1% of the 13F portfolio, value $1,080,813.

    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 20,365 shares
    Change vs previous 13F +20,065 shares

    0.08% of the 13F portfolio, value $886,896.

    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 300 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $9,831.

    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 300 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $6,246.

    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).