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Disclosery

Caldwell Trust Co: KR position timeline

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

Caldwell Trust Co held 32,261 KR 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 32,261 shares
    Change vs previous 13F +1,601 shares

    0.14% of the 13F portfolio, value $1,791,453.

    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 30,660 shares
    Change vs previous 13F +2,862 shares

    0.2% of the 13F portfolio, value $2,218,558.

    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 27,798 shares
    Change vs previous 13F +3,007 shares

    0.15% of the 13F portfolio, value $1,736,819.

    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 24,791 shares
    Change vs previous 13F +1,786 shares

    0.16% of the 13F portfolio, value $1,671,161.

    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 23,005 shares
    Change vs previous 13F +2,114 shares

    0.17% of the 13F portfolio, value $1,650,149.

    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 20,891 shares
    Change vs previous 13F +3,875 shares

    0.15% of the 13F portfolio, value $1,414,112.

    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 17,016 shares
    Change vs previous 13F +5,085 shares

    0.11% of the 13F portfolio, value $1,040,528.

    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 11,931 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $683,646.

    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).