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Disclosery

Caldwell Trust Co: DIA position timeline

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

Caldwell Trust Co held 7,249 DIA 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 7,249 shares
    Change vs previous 13F -17 shares

    0.31% of the 13F portfolio, value $3,786,805.

    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 7,266 shares
    Change vs previous 13F -6 shares

    0.3% of the 13F portfolio, value $3,365,539.

    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 7,272 shares
    Change vs previous 13F -3 shares

    0.31% of the 13F portfolio, value $3,494,705.

    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 7,275 shares
    Change vs previous 13F -15 shares

    0.32% of the 13F portfolio, value $3,373,709.

    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 7,290 shares
    Change vs previous 13F -100 shares

    0.32% of the 13F portfolio, value $3,212,339.

    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 7,390 shares
    Change vs previous 13F -222 shares

    0.33% of the 13F portfolio, value $3,102,913.

    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 7,612 shares
    Change vs previous 13F -204 shares

    0.34% of the 13F portfolio, value $3,238,906.

    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 7,816 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,307,106.

    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).