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Disclosery

Caldwell Trust Co: PEG position timeline

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

Caldwell Trust Co held 6,678 PEG 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 6,678 shares
    Change vs previous 13F +13 shares

    0.04% of the 13F portfolio, value $541,986.

    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 6,665 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $539,532.

    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 6,664 shares
    Change vs previous 13F +14 shares

    0.05% of the 13F portfolio, value $535,119.

    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 6,650 shares
    Change vs previous 13F +89 shares

    0.05% of the 13F portfolio, value $555,009.

    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 6,561 shares
    Change vs previous 13F -70 shares

    0.06% of the 13F portfolio, value $552,305.

    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 6,631 shares
    Change vs previous 13F +84 shares

    0.06% of the 13F portfolio, value $545,731.

    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 6,547 shares
    Change vs previous 13F -109 shares

    0.06% of the 13F portfolio, value $553,156.

    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 6,656 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $593,782.

    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).