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Disclosery

Caldwell Trust Co: PM position timeline

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

Caldwell Trust Co held 23,186 PM 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 23,186 shares
    Change vs previous 13F -1,746 shares

    0.34% of the 13F portfolio, value $4,194,579.

    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 24,932 shares
    Change vs previous 13F -259 shares

    0.37% of the 13F portfolio, value $4,122,257.

    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 25,191 shares
    Change vs previous 13F -474 shares

    0.36% of the 13F portfolio, value $4,040,636.

    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 25,665 shares
    Change vs previous 13F +204 shares

    0.39% of the 13F portfolio, value $4,162,863.

    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 25,461 shares
    Change vs previous 13F -1,642 shares

    0.46% of the 13F portfolio, value $4,637,212.

    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 27,103 shares
    Change vs previous 13F -1,302 shares

    0.46% of the 13F portfolio, value $4,302,059.

    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 28,405 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $3,418,542.

    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 28,405 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,448,367.

    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).