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Disclosery

Caldwell Trust Co: CMG position timeline

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

Caldwell Trust Co held 1,858 CMG 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 1,858 shares
    Change vs previous 13F -1,838 shares

    0.01% of the 13F portfolio, value $63,172.

    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 3,696 shares
    Change vs previous 13F -26,490 shares

    0.01% of the 13F portfolio, value $118,309.

    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 30,186 shares
    Change vs previous 13F -10,970 shares

    0.1% of the 13F portfolio, value $1,116,882.

    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 41,156 shares
    Change vs previous 13F -536 shares

    0.15% of the 13F portfolio, value $1,612,904.

    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 41,692 shares
    Change vs previous 13F +2,483 shares

    0.23% of the 13F portfolio, value $2,341,006.

    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 39,209 shares
    Change vs previous 13F +7,006 shares

    0.21% of the 13F portfolio, value $1,968,684.

    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 32,203 shares
    Change vs previous 13F +7,696 shares

    0.2% of the 13F portfolio, value $1,941,841.

    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 24,507 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,412,093.

    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).