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Disclosery

Caldwell Trust Co: LLY position timeline

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

Caldwell Trust Co held 21,550 LLY 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 21,550 shares
    Change vs previous 13F -182 shares

    2.09% of the 13F portfolio, value $25,847,716.

    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 21,732 shares
    Change vs previous 13F +437 shares

    1.79% of the 13F portfolio, value $19,988,441.

    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 21,295 shares
    Change vs previous 13F -21 shares

    2.03% of the 13F portfolio, value $22,885,311.

    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 21,316 shares
    Change vs previous 13F -767 shares

    1.52% of the 13F portfolio, value $16,264,108.

    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 22,083 shares
    Change vs previous 13F +349 shares

    1.72% of the 13F portfolio, value $17,214,361.

    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 21,734 shares
    Change vs previous 13F -394 shares

    1.93% of the 13F portfolio, value $17,950,328.

    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 22,128 shares
    Change vs previous 13F +23 shares

    1.78% of the 13F portfolio, value $17,082,816.

    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 22,105 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $19,583,704.

    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).