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Disclosery

Caldwell Trust Co: MUB position timeline

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

Caldwell Trust Co held 19,776 MUB 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 19,776 shares
    Change vs previous 13F -5,554 shares

    0.17% of the 13F portfolio, value $2,128,293.

    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 25,330 shares
    Change vs previous 13F -1,859 shares

    0.24% of the 13F portfolio, value $2,688,780.

    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 27,189 shares
    Change vs previous 13F +1,600 shares

    0.26% of the 13F portfolio, value $2,912,214.

    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 25,589 shares
    Change vs previous 13F -3,500 shares

    0.25% of the 13F portfolio, value $2,724,973.

    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 29,089 shares
    Change vs previous 13F +400 shares

    0.3% of the 13F portfolio, value $3,039,219.

    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 28,689 shares
    Change vs previous 13F -2,041 shares

    0.32% of the 13F portfolio, value $3,024,968.

    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 30,730 shares
    Change vs previous 13F +8,530 shares

    0.34% of the 13F portfolio, value $3,274,282.

    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 22,200 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,411,586.

    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).