Skip to content
Disclosery

Caldwell Trust Co: FIS position timeline

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

Caldwell Trust Co held 5,421 FIS 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 5,421 shares
    Change vs previous 13F -8,744 shares

    0.02% of the 13F portfolio, value $210,768.

    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 14,165 shares
    Change vs previous 13F -12,504 shares

    0.06% of the 13F portfolio, value $664,480.

    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 26,669 shares
    Change vs previous 13F +7,088 shares

    0.16% of the 13F portfolio, value $1,772,422.

    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 19,581 shares
    Change vs previous 13F +1,297 shares

    0.12% of the 13F portfolio, value $1,291,171.

    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 18,284 shares
    Change vs previous 13F +1,525 shares

    0.15% of the 13F portfolio, value $1,488,500.

    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 16,759 shares
    Change vs previous 13F +2,055 shares

    0.13% of the 13F portfolio, value $1,251,562.

    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 14,704 shares
    Change vs previous 13F +2,938 shares

    0.12% of the 13F portfolio, value $1,187,642.

    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 11,766 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $985,403.

    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).