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Disclosery

Caldwell Trust Co: GOOGL position timeline

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

Caldwell Trust Co held 118,159 GOOGL 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 118,159 shares
    Change vs previous 13F -3,881 shares

    3.41% of the 13F portfolio, value $42,226,482.

    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 122,040 shares
    Change vs previous 13F -1,298 shares

    3.14% of the 13F portfolio, value $35,093,822.

    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 123,338 shares
    Change vs previous 13F -6,536 shares

    3.43% of the 13F portfolio, value $38,604,794.

    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 129,874 shares
    Change vs previous 13F -2,826 shares

    2.95% of the 13F portfolio, value $31,572,369.

    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 132,700 shares
    Change vs previous 13F +958 shares

    2.34% of the 13F portfolio, value $23,385,721.

    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 131,742 shares
    Change vs previous 13F -3,712 shares

    2.19% of the 13F portfolio, value $20,372,583.

    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 135,454 shares
    Change vs previous 13F -3,598 shares

    2.68% of the 13F portfolio, value $25,641,442.

    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 139,052 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $23,061,774.

    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).