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Disclosery

Caldwell Trust Co: CSCO position timeline

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

Caldwell Trust Co held 73,094 CSCO 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 73,094 shares
    Change vs previous 13F -2,530 shares

    0.69% of the 13F portfolio, value $8,585,621.

    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 75,624 shares
    Change vs previous 13F +1,396 shares

    0.52% of the 13F portfolio, value $5,867,666.

    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 74,228 shares
    Change vs previous 13F +1,019 shares

    0.51% of the 13F portfolio, value $5,717,783.

    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 73,209 shares
    Change vs previous 13F -685 shares

    0.47% of the 13F portfolio, value $5,008,960.

    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 73,894 shares
    Change vs previous 13F -1,939 shares

    0.51% of the 13F portfolio, value $5,126,766.

    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 75,833 shares
    Change vs previous 13F -89 shares

    0.5% of the 13F portfolio, value $4,679,654.

    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 75,922 shares
    Change vs previous 13F -1,155 shares

    0.47% of the 13F portfolio, value $4,494,582.

    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 77,077 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $4,102,038.

    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).