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Disclosery

Caldwell Trust Co: DKS position timeline

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

Caldwell Trust Co held 2,222 DKS 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 2,222 shares
    Change vs previous 13F -1,191 shares

    0.04% of the 13F portfolio, value $503,972.

    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 3,413 shares
    Change vs previous 13F -4,854 shares

    0.06% of the 13F portfolio, value $676,764.

    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 8,267 shares
    Change vs previous 13F +530 shares

    0.15% of the 13F portfolio, value $1,636,618.

    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 7,737 shares
    Change vs previous 13F +492 shares

    0.16% of the 13F portfolio, value $1,719,316.

    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 7,245 shares
    Change vs previous 13F +502 shares

    0.14% of the 13F portfolio, value $1,433,133.

    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 6,743 shares
    Change vs previous 13F +1,228 shares

    0.15% of the 13F portfolio, value $1,359,119.

    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 5,515 shares
    Change vs previous 13F +1,506 shares

    0.13% of the 13F portfolio, value $1,262,053.

    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 4,009 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $836,678.

    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).