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Disclosery

Caldwell Trust Co: CMI position timeline

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

Caldwell Trust Co held 6,330 CMI 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 6,330 shares
    Change vs previous 13F -144 shares

    0.37% of the 13F portfolio, value $4,514,619.

    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 6,474 shares
    Change vs previous 13F -77 shares

    0.31% of the 13F portfolio, value $3,483,141.

    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 6,551 shares
    Change vs previous 13F -236 shares

    0.3% of the 13F portfolio, value $3,343,958.

    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 6,787 shares
    Change vs previous 13F +93 shares

    0.27% of the 13F portfolio, value $2,866,625.

    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 6,694 shares
    Change vs previous 13F +415 shares

    0.22% of the 13F portfolio, value $2,192,285.

    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 6,279 shares
    Change vs previous 13F -109 shares

    0.21% of the 13F portfolio, value $1,968,090.

    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 6,388 shares
    Change vs previous 13F -57 shares

    0.23% of the 13F portfolio, value $2,226,857.

    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 6,445 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,086,827.

    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).