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Disclosery

Caldwell Trust Co: CSX position timeline

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

Caldwell Trust Co held 56,332 CSX 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 56,332 shares
    Change vs previous 13F +3,715 shares

    0.22% of the 13F portfolio, value $2,677,460.

    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 52,617 shares
    Change vs previous 13F +6,105 shares

    0.19% of the 13F portfolio, value $2,159,928.

    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 46,512 shares
    Change vs previous 13F +8,325 shares

    0.15% of the 13F portfolio, value $1,686,060.

    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 38,187 shares
    Change vs previous 13F +27,014 shares

    0.13% of the 13F portfolio, value $1,356,020.

    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 11,173 shares
    Change vs previous 13F +1,680 shares

    0.04% of the 13F portfolio, value $364,575.

    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 9,493 shares
    Change vs previous 13F -112 shares

    0.03% of the 13F portfolio, value $279,379.

    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 9,605 shares
    Change vs previous 13F -141 shares

    0.03% of the 13F portfolio, value $309,953.

    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 9,746 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $336,529.

    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).