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Disclosery

Caldwell Trust Co: OMC position timeline

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

Caldwell Trust Co held 525 OMC 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 525 shares
    Change vs previous 13F -137 shares

    <0.01% of the 13F portfolio, value $38,236.

    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 662 shares
    Change vs previous 13F +149 shares

    <0.01% of the 13F portfolio, value $49,855.

    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 513 shares
    Change vs previous 13F -188 shares

    <0.01% of the 13F portfolio, value $41,425.

    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 701 shares
    Change vs previous 13F -63 shares

    0.01% of the 13F portfolio, value $57,153.

    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 764 shares
    Change vs previous 13F +128 shares

    0.01% of the 13F portfolio, value $54,962.

    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 636 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $52,731.

    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 636 shares
    Change vs previous 13F +195 shares

    0.01% of the 13F portfolio, value $54,721.

    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 441 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $45,595.

    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).