Skip to content
Disclosery

Caldwell Trust Co: IEFA position timeline

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

Caldwell Trust Co held 111,455 IEFA 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 111,455 shares
    Change vs previous 13F +13,491 shares

    0.87% of the 13F portfolio, value $10,764,324.

    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 97,964 shares
    Change vs previous 13F +13,696 shares

    0.79% of the 13F portfolio, value $8,868,681.

    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 84,268 shares
    Change vs previous 13F +12,028 shares

    0.67% of the 13F portfolio, value $7,538,615.

    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 72,240 shares
    Change vs previous 13F +2,346 shares

    0.59% of the 13F portfolio, value $6,307,274.

    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 69,894 shares
    Change vs previous 13F +3,118 shares

    0.58% of the 13F portfolio, value $5,834,751.

    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 66,776 shares
    Change vs previous 13F +2,595 shares

    0.54% of the 13F portfolio, value $5,051,604.

    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 64,181 shares
    Change vs previous 13F +8,982 shares

    0.47% of the 13F portfolio, value $4,510,641.

    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 55,199 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $4,308,282.

    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).