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Disclosery

Caldwell Trust Co: DGX position timeline

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

Caldwell Trust Co held 13,165 DGX 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 13,165 shares
    Change vs previous 13F +276 shares

    0.23% of the 13F portfolio, value $2,790,322.

    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 12,889 shares
    Change vs previous 13F +2,010 shares

    0.23% of the 13F portfolio, value $2,525,986.

    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 10,879 shares
    Change vs previous 13F +3,085 shares

    0.17% of the 13F portfolio, value $1,887,833.

    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 7,794 shares
    Change vs previous 13F +5,869 shares

    0.14% of the 13F portfolio, value $1,485,381.

    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 1,925 shares
    Change vs previous 13F +1,479 shares

    0.03% of the 13F portfolio, value $345,788.

    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 446 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $75,463.

    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).