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Disclosery

Caldwell Trust Co: KMB position timeline

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

Caldwell Trust Co held 5,837 KMB 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 5,837 shares
    Change vs previous 13F -1,010 shares

    0.05% of the 13F portfolio, value $640,728.

    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 6,847 shares
    Change vs previous 13F -830 shares

    0.06% of the 13F portfolio, value $660,530.

    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 7,677 shares
    Change vs previous 13F -2,382 shares

    0.07% of the 13F portfolio, value $774,533.

    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 10,059 shares
    Change vs previous 13F -238 shares

    0.12% of the 13F portfolio, value $1,250,736.

    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 10,297 shares
    Change vs previous 13F -276 shares

    0.13% of the 13F portfolio, value $1,327,489.

    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 10,573 shares
    Change vs previous 13F -769 shares

    0.16% of the 13F portfolio, value $1,503,692.

    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 11,342 shares
    Change vs previous 13F -855 shares

    0.16% of the 13F portfolio, value $1,486,256.

    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 12,197 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,735,389.

    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).