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Disclosery

Caldwell Trust Co: MSFT position timeline

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

Caldwell Trust Co held 76,644 MSFT 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 76,644 shares
    Change vs previous 13F -23 shares

    2.31% of the 13F portfolio, value $28,589,745.

    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 76,667 shares
    Change vs previous 13F +1,791 shares

    2.54% of the 13F portfolio, value $28,379,823.

    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 74,876 shares
    Change vs previous 13F -455 shares

    3.22% of the 13F portfolio, value $36,211,531.

    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 75,331 shares
    Change vs previous 13F +672 shares

    3.65% of the 13F portfolio, value $39,017,692.

    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 74,659 shares
    Change vs previous 13F +265 shares

    3.71% of the 13F portfolio, value $37,136,133.

    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 74,394 shares
    Change vs previous 13F -6,121 shares

    3% of the 13F portfolio, value $27,926,764.

    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 80,515 shares
    Change vs previous 13F -966 shares

    3.54% of the 13F portfolio, value $33,937,073.

    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 81,481 shares
    Change vs previous 13F not available

    3.68% of the 13F portfolio, value $35,061,274.

    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).