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Disclosery

Caldwell Trust Co: PAYX position timeline

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

Caldwell Trust Co held 18,036 PAYX 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 18,036 shares
    Change vs previous 13F -2,589 shares

    0.14% of the 13F portfolio, value $1,773,480.

    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 20,625 shares
    Change vs previous 13F -1,231 shares

    0.17% of the 13F portfolio, value $1,899,975.

    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 21,856 shares
    Change vs previous 13F -1,581 shares

    0.22% of the 13F portfolio, value $2,451,806.

    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 23,437 shares
    Change vs previous 13F -390 shares

    0.28% of the 13F portfolio, value $2,970,874.

    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 23,827 shares
    Change vs previous 13F +93 shares

    0.35% of the 13F portfolio, value $3,465,875.

    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 23,734 shares
    Change vs previous 13F -748 shares

    0.39% of the 13F portfolio, value $3,661,682.

    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 24,482 shares
    Change vs previous 13F -540 shares

    0.36% of the 13F portfolio, value $3,432,866.

    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 25,022 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,357,702.

    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).