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Disclosery

Caldwell Trust Co: IWF position timeline

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

Caldwell Trust Co held 22,601 IWF 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 22,601 shares
    Change vs previous 13F +17,442 shares

    0.23% of the 13F portfolio, value $2,806,366.

    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 5,159 shares
    Change vs previous 13F -32 shares

    0.2% of the 13F portfolio, value $2,199,798.

    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 5,191 shares
    Change vs previous 13F -85 shares

    0.22% of the 13F portfolio, value $2,456,900.

    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 5,276 shares
    Change vs previous 13F +130 shares

    0.23% of the 13F portfolio, value $2,471,331.

    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 5,146 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $2,184,889.

    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 5,146 shares
    Change vs previous 13F +117 shares

    0.2% of the 13F portfolio, value $1,858,169.

    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 5,029 shares
    Change vs previous 13F -2,500 shares

    0.21% of the 13F portfolio, value $2,019,546.

    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 7,529 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,826,236.

    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).