Skip to content
Disclosery

Caldwell Trust Co: BSV position timeline

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

Caldwell Trust Co held 51,045 BSV 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 51,045 shares
    Change vs previous 13F +7,132 shares

    0.32% of the 13F portfolio, value $3,976,916.

    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 43,913 shares
    Change vs previous 13F +6,994 shares

    0.31% of the 13F portfolio, value $3,443,218.

    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 36,919 shares
    Change vs previous 13F +11,305 shares

    0.26% of the 13F portfolio, value $2,909,586.

    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 25,614 shares
    Change vs previous 13F +1,036 shares

    0.19% of the 13F portfolio, value $2,021,201.

    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 24,578 shares
    Change vs previous 13F -876 shares

    0.19% of the 13F portfolio, value $1,934,289.

    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 25,454 shares
    Change vs previous 13F +1,218 shares

    0.21% of the 13F portfolio, value $1,992,539.

    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 24,236 shares
    Change vs previous 13F +1,205 shares

    0.2% of the 13F portfolio, value $1,872,716.

    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 23,031 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,812,309.

    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).