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Disclosery

Caldwell Trust Co: GE position timeline

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

Caldwell Trust Co held 6,057 GE 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 6,057 shares
    Change vs previous 13F +429 shares

    0.18% of the 13F portfolio, value $2,263,682.

    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 5,628 shares
    Change vs previous 13F +38 shares

    0.14% of the 13F portfolio, value $1,597,058.

    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 5,590 shares
    Change vs previous 13F +562 shares

    0.15% of the 13F portfolio, value $1,721,888.

    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 5,028 shares
    Change vs previous 13F +668 shares

    0.14% of the 13F portfolio, value $1,512,523.

    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 4,360 shares
    Change vs previous 13F -187 shares

    0.11% of the 13F portfolio, value $1,122,220.

    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 4,547 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $910,082.

    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 4,547 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $758,394.

    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 4,547 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $857,473.

    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).