Skip to content
Disclosery

Caldwell Trust Co: PSX position timeline

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

Caldwell Trust Co held 18,852 PSX 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 18,852 shares
    Change vs previous 13F +277 shares

    0.26% of the 13F portfolio, value $3,186,931.

    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 18,575 shares
    Change vs previous 13F +1,186 shares

    0.3% of the 13F portfolio, value $3,383,994.

    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 17,389 shares
    Change vs previous 13F +1,782 shares

    0.2% of the 13F portfolio, value $2,243,877.

    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 15,607 shares
    Change vs previous 13F +1,023 shares

    0.2% of the 13F portfolio, value $2,122,864.

    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 14,584 shares
    Change vs previous 13F -340 shares

    0.17% of the 13F portfolio, value $1,739,871.

    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 14,924 shares
    Change vs previous 13F +691 shares

    0.2% of the 13F portfolio, value $1,842,816.

    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 14,233 shares
    Change vs previous 13F +3,087 shares

    0.17% of the 13F portfolio, value $1,621,566.

    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 11,146 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,465,142.

    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).