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Disclosery

Caldwell Trust Co: MDT position timeline

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

Caldwell Trust Co held 6,152 MDT 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 6,152 shares
    Change vs previous 13F -684 shares

    0.04% of the 13F portfolio, value $481,271.

    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 6,836 shares
    Change vs previous 13F +96 shares

    0.05% of the 13F portfolio, value $592,339.

    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 6,740 shares
    Change vs previous 13F -928 shares

    0.06% of the 13F portfolio, value $647,444.

    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 7,668 shares
    Change vs previous 13F +1,235 shares

    0.07% of the 13F portfolio, value $730,300.

    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 6,433 shares
    Change vs previous 13F +525 shares

    0.06% of the 13F portfolio, value $560,765.

    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 5,908 shares
    Change vs previous 13F +422 shares

    0.06% of the 13F portfolio, value $530,893.

    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 5,486 shares
    Change vs previous 13F -483 shares

    0.05% of the 13F portfolio, value $438,222.

    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 5,969 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $537,389.

    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).