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Disclosery

Caldwell Trust Co: IGIB position timeline

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

Caldwell Trust Co held 250,113 IGIB 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 250,113 shares
    Change vs previous 13F +4,301 shares

    1.08% of the 13F portfolio, value $13,298,508.

    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 245,812 shares
    Change vs previous 13F +7,666 shares

    1.17% of the 13F portfolio, value $13,082,115.

    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 238,146 shares
    Change vs previous 13F +26,159 shares

    1.14% of the 13F portfolio, value $12,831,306.

    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 211,987 shares
    Change vs previous 13F +14,262 shares

    1.07% of the 13F portfolio, value $11,466,377.

    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 197,725 shares
    Change vs previous 13F +15,762 shares

    1.05% of the 13F portfolio, value $10,536,765.

    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 181,963 shares
    Change vs previous 13F +16,326 shares

    1.03% of the 13F portfolio, value $9,556,697.

    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 165,637 shares
    Change vs previous 13F +19,555 shares

    0.89% of the 13F portfolio, value $8,531,962.

    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 146,082 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $7,847,525.

    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).