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Disclosery

Caldwell Trust Co: PFF position timeline

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

Caldwell Trust Co held 26,260 PFF 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 26,260 shares
    Change vs previous 13F -627 shares

    0.06% of the 13F portfolio, value $800,667.

    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 26,887 shares
    Change vs previous 13F -50 shares

    0.07% of the 13F portfolio, value $815,214.

    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 26,937 shares
    Change vs previous 13F -1,469 shares

    0.07% of the 13F portfolio, value $833,970.

    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 28,406 shares
    Change vs previous 13F -550 shares

    0.08% of the 13F portfolio, value $898,198.

    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 28,956 shares
    Change vs previous 13F -2,000 shares

    0.09% of the 13F portfolio, value $888,370.

    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 30,956 shares
    Change vs previous 13F +1,715 shares

    0.1% of the 13F portfolio, value $951,278.

    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 29,241 shares
    Change vs previous 13F -735 shares

    0.1% of the 13F portfolio, value $919,337.

    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 29,976 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $996,103.

    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).