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Disclosery

Caldwell Trust Co: ED position timeline

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

Caldwell Trust Co held 24,035 ED 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 24,035 shares
    Change vs previous 13F +1,649 shares

    0.22% of the 13F portfolio, value $2,658,992.

    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 22,386 shares
    Change vs previous 13F -116 shares

    0.23% of the 13F portfolio, value $2,533,647.

    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 22,502 shares
    Change vs previous 13F -584 shares

    0.2% of the 13F portfolio, value $2,234,899.

    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 23,086 shares
    Change vs previous 13F -821 shares

    0.22% of the 13F portfolio, value $2,320,605.

    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 23,907 shares
    Change vs previous 13F -419 shares

    0.24% of the 13F portfolio, value $2,399,067.

    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 24,326 shares
    Change vs previous 13F -369 shares

    0.29% of the 13F portfolio, value $2,690,212.

    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 24,695 shares
    Change vs previous 13F -517 shares

    0.23% of the 13F portfolio, value $2,203,535.

    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 25,212 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,625,326.

    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).