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Disclosery

Caldwell Trust Co: MSI position timeline

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

Caldwell Trust Co held 2,275 MSI 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 2,275 shares
    Change vs previous 13F -6 shares

    0.08% of the 13F portfolio, value $944,784.

    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 2,281 shares
    Change vs previous 13F -252 shares

    0.09% of the 13F portfolio, value $989,886.

    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 2,533 shares
    Change vs previous 13F -59 shares

    0.09% of the 13F portfolio, value $970,950.

    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 2,592 shares
    Change vs previous 13F -51 shares

    0.11% of the 13F portfolio, value $1,185,295.

    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 2,643 shares
    Change vs previous 13F +8 shares

    0.11% of the 13F portfolio, value $1,111,276.

    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 2,635 shares
    Change vs previous 13F -20 shares

    0.12% of the 13F portfolio, value $1,153,629.

    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 2,655 shares
    Change vs previous 13F -5 shares

    0.13% of the 13F portfolio, value $1,227,220.

    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 2,660 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,196,015.

    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).