Skip to content
Disclosery

Caldwell Trust Co: IJR position timeline

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

Caldwell Trust Co held 101,419 IJR 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 101,419 shares
    Change vs previous 13F +3,704 shares

    1.22% of the 13F portfolio, value $15,041,452.

    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 97,715 shares
    Change vs previous 13F +3,650 shares

    1.09% of the 13F portfolio, value $12,146,952.

    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 94,065 shares
    Change vs previous 13F +4,738 shares

    1% of the 13F portfolio, value $11,304,732.

    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 89,327 shares
    Change vs previous 13F -489 shares

    0.99% of the 13F portfolio, value $10,614,727.

    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 89,816 shares
    Change vs previous 13F -904 shares

    0.98% of the 13F portfolio, value $9,815,991.

    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 90,720 shares
    Change vs previous 13F +4,910 shares

    1.02% of the 13F portfolio, value $9,486,590.

    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 85,810 shares
    Change vs previous 13F +4,811 shares

    1.03% of the 13F portfolio, value $9,887,028.

    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 80,999 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $9,473,643.

    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).