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Disclosery

Caldwell Trust Co: QQQ position timeline

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

Caldwell Trust Co held 19,128 QQQ 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 19,128 shares
    Change vs previous 13F +37 shares

    1.14% of the 13F portfolio, value $14,085,859.

    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 19,091 shares
    Change vs previous 13F -158 shares

    0.98% of the 13F portfolio, value $11,018,943.

    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 19,249 shares
    Change vs previous 13F -222 shares

    1.05% of the 13F portfolio, value $11,824,853.

    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 19,471 shares
    Change vs previous 13F -532 shares

    1.09% of the 13F portfolio, value $11,689,804.

    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 20,003 shares
    Change vs previous 13F +220 shares

    1.1% of the 13F portfolio, value $11,034,455.

    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 19,783 shares
    Change vs previous 13F +116 shares

    1% of the 13F portfolio, value $9,276,644.

    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 19,667 shares
    Change vs previous 13F -601 shares

    1.05% of the 13F portfolio, value $10,054,360.

    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 20,268 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $9,892,203.

    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).