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Disclosery

Caldwell Trust Co: META position timeline

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

Caldwell Trust Co held 10,535 META 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 10,535 shares
    Change vs previous 13F +605 shares

    0.48% of the 13F portfolio, value $5,934,260.

    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 9,930 shares
    Change vs previous 13F +1,118 shares

    0.51% of the 13F portfolio, value $5,681,251.

    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 8,812 shares
    Change vs previous 13F +1,447 shares

    0.52% of the 13F portfolio, value $5,816,713.

    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 7,365 shares
    Change vs previous 13F +285 shares

    0.51% of the 13F portfolio, value $5,408,709.

    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 7,080 shares
    Change vs previous 13F +789 shares

    0.52% of the 13F portfolio, value $5,225,677.

    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 6,291 shares
    Change vs previous 13F +1,129 shares

    0.39% of the 13F portfolio, value $3,625,881.

    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 5,162 shares
    Change vs previous 13F +669 shares

    0.32% of the 13F portfolio, value $3,022,403.

    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 4,493 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,571,973.

    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).