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Disclosery

Caldwell Trust Co: CARR position timeline

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

Caldwell Trust Co held 13,182 CARR 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 13,182 shares
    Change vs previous 13F -315 shares

    0.08% of the 13F portfolio, value $966,900.

    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 13,497 shares
    Change vs previous 13F -75 shares

    0.07% of the 13F portfolio, value $760,016.

    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 13,572 shares
    Change vs previous 13F -1,536 shares

    0.06% of the 13F portfolio, value $717,144.

    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 15,108 shares
    Change vs previous 13F -500 shares

    0.08% of the 13F portfolio, value $901,948.

    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 15,608 shares
    Change vs previous 13F +983 shares

    0.11% of the 13F portfolio, value $1,142,350.

    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 14,625 shares
    Change vs previous 13F -179 shares

    0.1% of the 13F portfolio, value $927,225.

    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 14,804 shares
    Change vs previous 13F -400 shares

    0.11% of the 13F portfolio, value $1,010,521.

    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 15,204 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,223,770.

    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).