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Disclosery

Caldwell Trust Co: PG position timeline

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

Caldwell Trust Co held 58,205 PG 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 58,205 shares
    Change vs previous 13F -3,025 shares

    0.69% of the 13F portfolio, value $8,535,181.

    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 61,230 shares
    Change vs previous 13F -6,521 shares

    0.79% of the 13F portfolio, value $8,844,061.

    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 67,751 shares
    Change vs previous 13F +1,328 shares

    0.86% of the 13F portfolio, value $9,709,396.

    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 66,423 shares
    Change vs previous 13F +796 shares

    0.95% of the 13F portfolio, value $10,205,894.

    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 65,627 shares
    Change vs previous 13F +336 shares

    1.05% of the 13F portfolio, value $10,455,694.

    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 65,291 shares
    Change vs previous 13F +477 shares

    1.19% of the 13F portfolio, value $11,126,892.

    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 64,814 shares
    Change vs previous 13F +2,443 shares

    1.14% of the 13F portfolio, value $10,866,067.

    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 62,371 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $10,802,657.

    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).