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Disclosery

Caldwell Trust Co: RSP position timeline

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

Caldwell Trust Co held 81,280 RSP 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 81,280 shares
    Change vs previous 13F +2,893 shares

    1.4% of the 13F portfolio, value $17,293,946.

    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 78,387 shares
    Change vs previous 13F +3,844 shares

    1.34% of the 13F portfolio, value $15,044,033.

    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 74,543 shares
    Change vs previous 13F +1,750 shares

    1.27% of the 13F portfolio, value $14,279,457.

    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 72,793 shares
    Change vs previous 13F -323 shares

    1.29% of the 13F portfolio, value $13,808,832.

    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 73,116 shares
    Change vs previous 13F +112 shares

    1.33% of the 13F portfolio, value $13,288,102.

    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 73,004 shares
    Change vs previous 13F +1,199 shares

    1.36% of the 13F portfolio, value $12,646,483.

    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 71,805 shares
    Change vs previous 13F -172 shares

    1.31% of the 13F portfolio, value $12,582,390.

    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 71,977 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $12,895,399.

    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).