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Disclosery

Caldwell Trust Co: NOVT position timeline

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

Caldwell Trust Co held 0 NOVT shares at 2025-06-30 per its 13F-HR filed 2025-09-22.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -61 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 61 shares
    Change vs previous 13F -14 shares

    <0.01% of the 13F portfolio, value $7,800.

    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).

  3. period ended2024-12-31
    13F 75 shares
    Change vs previous 13F -40 shares

    <0.01% of the 13F portfolio, value $11,458.

    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).

  4. period ended2024-09-30
    13F 115 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $20,576.

    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).