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Disclosery

Caldwell Trust Co: KIM position timeline

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

Caldwell Trust Co held 93,977 KIM 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 93,977 shares
    Change vs previous 13F +6,337 shares

    0.19% of the 13F portfolio, value $2,382,317.

    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 87,640 shares
    Change vs previous 13F +14,953 shares

    0.18% of the 13F portfolio, value $1,969,271.

    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 72,687 shares
    Change vs previous 13F +25,276 shares

    0.13% of the 13F portfolio, value $1,473,365.

    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 47,411 shares
    Change vs previous 13F +42,329 shares

    0.1% of the 13F portfolio, value $1,035,930.

    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 5,082 shares
    Change vs previous 13F +4,642 shares

    0.01% of the 13F portfolio, value $106,824.

    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 440 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,346.

    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).