Skip to content
Disclosery

Caldwell Trust Co: IGSB position timeline

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

Caldwell Trust Co held 300,671 IGSB 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 300,671 shares
    Change vs previous 13F +16,074 shares

    1.27% of the 13F portfolio, value $15,758,167.

    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 284,597 shares
    Change vs previous 13F +18,838 shares

    1.34% of the 13F portfolio, value $14,958,418.

    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 265,759 shares
    Change vs previous 13F +22,244 shares

    1.25% of the 13F portfolio, value $14,053,336.

    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 243,515 shares
    Change vs previous 13F +16,973 shares

    1.21% of the 13F portfolio, value $12,913,600.

    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 226,542 shares
    Change vs previous 13F +11,704 shares

    1.2% of the 13F portfolio, value $11,952,356.

    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 214,838 shares
    Change vs previous 13F +19,129 shares

    1.21% of the 13F portfolio, value $11,251,066.

    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 195,709 shares
    Change vs previous 13F +22,349 shares

    1.06% of the 13F portfolio, value $10,118,155.

    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 173,360 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $9,129,138.

    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).