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Disclosery

Caldwell Trust Co: IVV position timeline

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

Caldwell Trust Co held 31,504 IVV 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 31,504 shares
    Change vs previous 13F +1,227 shares

    1.91% of the 13F portfolio, value $23,593,031.

    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 30,277 shares
    Change vs previous 13F +1,211 shares

    1.77% of the 13F portfolio, value $19,777,239.

    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 29,066 shares
    Change vs previous 13F +395 shares

    1.77% of the 13F portfolio, value $19,908,466.

    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 28,671 shares
    Change vs previous 13F +2,095 shares

    1.79% of the 13F portfolio, value $19,189,500.

    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 26,576 shares
    Change vs previous 13F -570 shares

    1.65% of the 13F portfolio, value $16,501,038.

    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 27,146 shares
    Change vs previous 13F +1,181 shares

    1.64% of the 13F portfolio, value $15,253,337.

    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 25,965 shares
    Change vs previous 13F +836 shares

    1.6% of the 13F portfolio, value $15,285,076.

    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 25,129 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $14,494,910.

    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).