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Disclosery

Caldwell Trust Co: GS position timeline

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

Caldwell Trust Co held 1,284 GS 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 1,284 shares
    Change vs previous 13F -21 shares

    0.11% of the 13F portfolio, value $1,298,599.

    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 1,305 shares
    Change vs previous 13F -113 shares

    0.1% of the 13F portfolio, value $1,104,017.

    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 1,418 shares
    Change vs previous 13F +21 shares

    0.11% of the 13F portfolio, value $1,246,422.

    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 1,397 shares
    Change vs previous 13F -17 shares

    0.1% of the 13F portfolio, value $1,112,501.

    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 1,414 shares
    Change vs previous 13F +595 shares

    0.1% of the 13F portfolio, value $1,000,759.

    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 819 shares
    Change vs previous 13F +95 shares

    0.05% of the 13F portfolio, value $447,412.

    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 724 shares
    Change vs previous 13F -30 shares

    0.04% of the 13F portfolio, value $414,577.

    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 754 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $373,313.

    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).