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Caldwell Trust Co: NVDA position timeline

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

Caldwell Trust Co held 311,134 NVDA 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 311,134 shares
    Change vs previous 13F -12,765 shares

    5.03% of the 13F portfolio, value $62,254,802.

    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 323,899 shares
    Change vs previous 13F +177 shares

    5.05% of the 13F portfolio, value $56,487,986.

    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 323,722 shares
    Change vs previous 13F -10,682 shares

    5.37% of the 13F portfolio, value $60,374,153.

    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 334,404 shares
    Change vs previous 13F -13,902 shares

    5.83% of the 13F portfolio, value $62,393,098.

    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 348,306 shares
    Change vs previous 13F +1,061 shares

    5.5% of the 13F portfolio, value $55,028,865.

    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 347,245 shares
    Change vs previous 13F -10,099 shares

    4.04% of the 13F portfolio, value $37,634,413.

    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 357,344 shares
    Change vs previous 13F -19,956 shares

    5.01% of the 13F portfolio, value $47,987,726.

    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 377,300 shares
    Change vs previous 13F not available

    4.81% of the 13F portfolio, value $45,819,312.

    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).