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Disclosery

Caldwell Trust Co: ORCL position timeline

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

Caldwell Trust Co held 33,114 ORCL 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 33,114 shares
    Change vs previous 13F +3,572 shares

    0.39% of the 13F portfolio, value $4,852,857.

    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 29,542 shares
    Change vs previous 13F +1,439 shares

    0.39% of the 13F portfolio, value $4,345,924.

    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 28,103 shares
    Change vs previous 13F +1,817 shares

    0.49% of the 13F portfolio, value $5,477,556.

    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 26,286 shares
    Change vs previous 13F +919 shares

    0.69% of the 13F portfolio, value $7,392,675.

    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 25,367 shares
    Change vs previous 13F -2,813 shares

    0.55% of the 13F portfolio, value $5,545,987.

    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 28,180 shares
    Change vs previous 13F +5,340 shares

    0.42% of the 13F portfolio, value $3,939,846.

    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 22,840 shares
    Change vs previous 13F -25 shares

    0.4% of the 13F portfolio, value $3,806,058.

    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 22,865 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,896,196.

    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).