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Disclosery

Caldwell Trust Co: MA position timeline

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

Caldwell Trust Co held 23,948 MA 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 23,948 shares
    Change vs previous 13F +131 shares

    0.99% of the 13F portfolio, value $12,299,693.

    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 23,817 shares
    Change vs previous 13F +320 shares

    1.06% of the 13F portfolio, value $11,900,402.

    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 23,497 shares
    Change vs previous 13F +351 shares

    1.19% of the 13F portfolio, value $13,413,967.

    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 23,146 shares
    Change vs previous 13F -139 shares

    1.23% of the 13F portfolio, value $13,165,676.

    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 23,285 shares
    Change vs previous 13F +319 shares

    1.31% of the 13F portfolio, value $13,084,773.

    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 22,966 shares
    Change vs previous 13F -507 shares

    1.35% of the 13F portfolio, value $12,588,124.

    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 23,473 shares
    Change vs previous 13F -457 shares

    1.29% of the 13F portfolio, value $12,360,178.

    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 23,930 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $11,816,634.

    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).