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Disclosery

Caldwell Trust Co: J position timeline

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

Caldwell Trust Co held 5,156 J 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 5,156 shares
    Change vs previous 13F -862 shares

    0.05% of the 13F portfolio, value $649,656.

    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 6,018 shares
    Change vs previous 13F -6,426 shares

    0.07% of the 13F portfolio, value $765,971.

    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 12,444 shares
    Change vs previous 13F +1,425 shares

    0.15% of the 13F portfolio, value $1,648,332.

    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 11,019 shares
    Change vs previous 13F +1,395 shares

    0.15% of the 13F portfolio, value $1,651,307.

    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 9,624 shares
    Change vs previous 13F +824 shares

    0.13% of the 13F portfolio, value $1,265,075.

    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 8,800 shares
    Change vs previous 13F +1,838 shares

    0.11% of the 13F portfolio, value $1,063,832.

    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 6,962 shares
    Change vs previous 13F +1,374 shares

    0.1% of the 13F portfolio, value $930,262.

    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 5,588 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $731,469.

    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).