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Disclosery

Caldwell Trust Co: HYD position timeline

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

Caldwell Trust Co held 7,091 HYD 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 7,091 shares
    Change vs previous 13F -1,776 shares

    0.03% of the 13F portfolio, value $365,257.

    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 8,867 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $444,591.

    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 8,867 shares
    Change vs previous 13F -2,009 shares

    0.04% of the 13F portfolio, value $453,281.

    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 10,876 shares
    Change vs previous 13F -200 shares

    0.05% of the 13F portfolio, value $553,588.

    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 11,076 shares
    Change vs previous 13F -7,000 shares

    0.06% of the 13F portfolio, value $556,126.

    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 18,076 shares
    Change vs previous 13F -500 shares

    0.1% of the 13F portfolio, value $925,130.

    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 18,576 shares
    Change vs previous 13F -500 shares

    0.1% of the 13F portfolio, value $964,280.

    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 19,076 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,012,363.

    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).