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Disclosery

Caldwell Trust Co: IBM position timeline

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

Caldwell Trust Co held 22,680 IBM 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 22,680 shares
    Change vs previous 13F +2,333 shares

    0.52% of the 13F portfolio, value $6,377,843.

    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 20,347 shares
    Change vs previous 13F +557 shares

    0.44% of the 13F portfolio, value $4,931,909.

    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 19,790 shares
    Change vs previous 13F +1,368 shares

    0.52% of the 13F portfolio, value $5,861,996.

    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 18,422 shares
    Change vs previous 13F +2,128 shares

    0.49% of the 13F portfolio, value $5,197,952.

    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 16,294 shares
    Change vs previous 13F +1,342 shares

    0.48% of the 13F portfolio, value $4,803,145.

    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 14,952 shares
    Change vs previous 13F +2,686 shares

    0.4% of the 13F portfolio, value $3,717,964.

    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 12,266 shares
    Change vs previous 13F +3,883 shares

    0.28% of the 13F portfolio, value $2,696,435.

    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 8,383 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,853,314.

    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).