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Disclosery

Caldwell Trust Co: EA position timeline

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

Caldwell Trust Co held 3,433 EA 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 3,433 shares
    Change vs previous 13F -549 shares

    0.06% of the 13F portfolio, value $703,902.

    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 3,982 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $811,810.

    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 3,982 shares
    Change vs previous 13F -65 shares

    0.07% of the 13F portfolio, value $813,642.

    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 4,047 shares
    Change vs previous 13F -689 shares

    0.08% of the 13F portfolio, value $816,280.

    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 4,736 shares
    Change vs previous 13F -600 shares

    0.08% of the 13F portfolio, value $756,339.

    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 5,336 shares
    Change vs previous 13F -1,675 shares

    0.08% of the 13F portfolio, value $771,159.

    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 7,011 shares
    Change vs previous 13F -574 shares

    0.11% of the 13F portfolio, value $1,025,709.

    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 7,585 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,087,992.

    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).