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Disclosery

Caldwell Trust Co: MO position timeline

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

Caldwell Trust Co held 22,385 MO 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 22,385 shares
    Change vs previous 13F -2,590 shares

    0.13% of the 13F portfolio, value $1,610,601.

    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 24,975 shares
    Change vs previous 13F -540 shares

    0.15% of the 13F portfolio, value $1,648,100.

    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 25,515 shares
    Change vs previous 13F -2,075 shares

    0.13% of the 13F portfolio, value $1,471,195.

    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 27,590 shares
    Change vs previous 13F +70 shares

    0.17% of the 13F portfolio, value $1,822,595.

    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 27,520 shares
    Change vs previous 13F -458 shares

    0.16% of the 13F portfolio, value $1,613,498.

    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 27,978 shares
    Change vs previous 13F -2,052 shares

    0.18% of the 13F portfolio, value $1,679,240.

    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 30,030 shares
    Change vs previous 13F -450 shares

    0.16% of the 13F portfolio, value $1,570,269.

    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 30,480 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,555,699.

    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).