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Disclosery

Caldwell Trust Co: OUSA position timeline

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

Caldwell Trust Co held 28,797 OUSA 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 28,797 shares
    Change vs previous 13F -360 shares

    0.14% of the 13F portfolio, value $1,679,729.

    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 29,157 shares
    Change vs previous 13F -266 shares

    0.15% of the 13F portfolio, value $1,623,170.

    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 29,423 shares
    Change vs previous 13F -267 shares

    0.15% of the 13F portfolio, value $1,697,707.

    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 29,690 shares
    Change vs previous 13F -513 shares

    0.16% of the 13F portfolio, value $1,678,673.

    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 30,203 shares
    Change vs previous 13F -300 shares

    0.16% of the 13F portfolio, value $1,630,056.

    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 30,503 shares
    Change vs previous 13F -150 shares

    0.17% of the 13F portfolio, value $1,623,370.

    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 30,653 shares
    Change vs previous 13F -477 shares

    0.17% of the 13F portfolio, value $1,628,287.

    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 31,130 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,681,020.

    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).