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Disclosery

Caldwell Trust Co: MDY position timeline

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

Caldwell Trust Co held 21,600 MDY 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 21,600 shares
    Change vs previous 13F +9 shares

    1.23% of the 13F portfolio, value $15,192,144.

    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 21,591 shares
    Change vs previous 13F +777 shares

    1.19% of the 13F portfolio, value $13,316,465.

    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 20,814 shares
    Change vs previous 13F -285 shares

    1.12% of the 13F portfolio, value $12,556,670.

    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 21,099 shares
    Change vs previous 13F -571 shares

    1.18% of the 13F portfolio, value $12,575,637.

    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 21,670 shares
    Change vs previous 13F -582 shares

    1.23% of the 13F portfolio, value $12,275,622.

    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 22,252 shares
    Change vs previous 13F -334 shares

    1.27% of the 13F portfolio, value $11,870,997.

    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 22,586 shares
    Change vs previous 13F -289 shares

    1.34% of the 13F portfolio, value $12,864,534.

    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 22,875 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $13,030,973.

    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).