Skip to content
Disclosery

Caldwell Trust Co: LPLA position timeline

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

Caldwell Trust Co held 7,428 LPLA 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 7,428 shares
    Change vs previous 13F -405 shares

    0.17% of the 13F portfolio, value $2,092,319.

    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 7,833 shares
    Change vs previous 13F -50 shares

    0.21% of the 13F portfolio, value $2,356,401.

    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 7,883 shares
    Change vs previous 13F -45 shares

    0.25% of the 13F portfolio, value $2,815,571.

    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 7,928 shares
    Change vs previous 13F -210 shares

    0.25% of the 13F portfolio, value $2,637,566.

    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 8,138 shares
    Change vs previous 13F -49 shares

    0.31% of the 13F portfolio, value $3,051,506.

    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 8,187 shares
    Change vs previous 13F -225 shares

    0.29% of the 13F portfolio, value $2,678,295.

    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 8,412 shares
    Change vs previous 13F -125 shares

    0.29% of the 13F portfolio, value $2,746,602.

    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 8,537 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,985,962.

    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).