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Disclosery

Caldwell Trust Co: EMXC position timeline

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

Caldwell Trust Co held 65,396 EMXC 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 65,396 shares
    Change vs previous 13F +5,759 shares

    0.54% of the 13F portfolio, value $6,690,011.

    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 59,637 shares
    Change vs previous 13F +6,378 shares

    0.42% of the 13F portfolio, value $4,691,046.

    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 53,259 shares
    Change vs previous 13F +6,375 shares

    0.34% of the 13F portfolio, value $3,870,864.

    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 46,884 shares
    Change vs previous 13F +1,375 shares

    0.3% of the 13F portfolio, value $3,165,139.

    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 45,509 shares
    Change vs previous 13F +2,820 shares

    0.29% of the 13F portfolio, value $2,873,438.

    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 42,689 shares
    Change vs previous 13F -1,118 shares

    0.25% of the 13F portfolio, value $2,351,737.

    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 43,807 shares
    Change vs previous 13F +4,166 shares

    0.25% of the 13F portfolio, value $2,429,098.

    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 39,641 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,422,462.

    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).