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Disclosery

Caldwell Trust Co: PFE position timeline

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

Caldwell Trust Co held 44,139 PFE 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 44,139 shares
    Change vs previous 13F -845 shares

    0.09% of the 13F portfolio, value $1,062,867.

    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 44,984 shares
    Change vs previous 13F -361 shares

    0.11% of the 13F portfolio, value $1,263,151.

    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 45,345 shares
    Change vs previous 13F -5,238 shares

    0.1% of the 13F portfolio, value $1,129,091.

    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 50,583 shares
    Change vs previous 13F -2,029 shares

    0.12% of the 13F portfolio, value $1,288,855.

    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 52,612 shares
    Change vs previous 13F -1,293 shares

    0.13% of the 13F portfolio, value $1,275,315.

    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 53,905 shares
    Change vs previous 13F -2,371 shares

    0.15% of the 13F portfolio, value $1,365,953.

    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 56,276 shares
    Change vs previous 13F -3,998 shares

    0.16% of the 13F portfolio, value $1,493,002.

    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 60,274 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,744,330.

    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).