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Disclosery

Caldwell Trust Co: PEP position timeline

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

Caldwell Trust Co held 28,259 PEP 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 28,259 shares
    Change vs previous 13F -1,292 shares

    0.31% of the 13F portfolio, value $3,826,269.

    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 29,551 shares
    Change vs previous 13F -683 shares

    0.41% of the 13F portfolio, value $4,588,975.

    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 30,234 shares
    Change vs previous 13F -1,782 shares

    0.39% of the 13F portfolio, value $4,339,184.

    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 32,016 shares
    Change vs previous 13F -1,052 shares

    0.42% of the 13F portfolio, value $4,496,327.

    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 33,068 shares
    Change vs previous 13F +270 shares

    0.44% of the 13F portfolio, value $4,366,299.

    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 32,798 shares
    Change vs previous 13F -2,232 shares

    0.53% of the 13F portfolio, value $4,917,732.

    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 35,030 shares
    Change vs previous 13F -1,671 shares

    0.56% of the 13F portfolio, value $5,326,662.

    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 36,701 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $6,241,005.

    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).