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Disclosery

Caldwell Trust Co: GOOG position timeline

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

Caldwell Trust Co held 17,058 GOOG 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 17,058 shares
    Change vs previous 13F -922 shares

    0.49% of the 13F portfolio, value $6,027,104.

    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 17,980 shares
    Change vs previous 13F -216 shares

    0.46% of the 13F portfolio, value $5,157,743.

    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 18,196 shares
    Change vs previous 13F -1,720 shares

    0.51% of the 13F portfolio, value $5,709,905.

    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 19,916 shares
    Change vs previous 13F +556 shares

    0.45% of the 13F portfolio, value $4,850,542.

    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 19,360 shares
    Change vs previous 13F +73 shares

    0.34% of the 13F portfolio, value $3,434,271.

    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 19,287 shares
    Change vs previous 13F +276 shares

    0.32% of the 13F portfolio, value $3,013,209.

    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 19,011 shares
    Change vs previous 13F -227 shares

    0.38% of the 13F portfolio, value $3,620,455.

    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 19,238 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,216,402.

    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).