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Disclosery

Caldwell Trust Co: BX position timeline

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

Caldwell Trust Co held 48,784 BX 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 48,784 shares
    Change vs previous 13F -1,148 shares

    0.46% of the 13F portfolio, value $5,740,413.

    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 49,932 shares
    Change vs previous 13F +1,077 shares

    0.51% of the 13F portfolio, value $5,741,681.

    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 48,855 shares
    Change vs previous 13F +2,624 shares

    0.67% of the 13F portfolio, value $7,530,510.

    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 46,231 shares
    Change vs previous 13F +357 shares

    0.74% of the 13F portfolio, value $7,898,566.

    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 45,874 shares
    Change vs previous 13F +698 shares

    0.69% of the 13F portfolio, value $6,861,833.

    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 45,176 shares
    Change vs previous 13F +2,173 shares

    0.68% of the 13F portfolio, value $6,314,701.

    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 43,003 shares
    Change vs previous 13F -950 shares

    0.77% of the 13F portfolio, value $7,414,577.

    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 43,953 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $6,730,523.

    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).