Skip to content
Disclosery

Caldwell Trust Co: MAR position timeline

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

Caldwell Trust Co held 1,772 MAR 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 1,772 shares
    Change vs previous 13F -191 shares

    0.05% of the 13F portfolio, value $656,685.

    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 1,963 shares
    Change vs previous 13F -408 shares

    0.06% of the 13F portfolio, value $642,038.

    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 2,371 shares
    Change vs previous 13F -465 shares

    0.07% of the 13F portfolio, value $735,579.

    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 2,836 shares
    Change vs previous 13F -476 shares

    0.07% of the 13F portfolio, value $738,608.

    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 3,312 shares
    Change vs previous 13F -53 shares

    0.09% of the 13F portfolio, value $904,872.

    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 3,365 shares
    Change vs previous 13F -2,177 shares

    0.09% of the 13F portfolio, value $801,543.

    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 5,542 shares
    Change vs previous 13F +962 shares

    0.16% of the 13F portfolio, value $1,545,885.

    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 4,580 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,138,588.

    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).