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Disclosery

Caldwell Trust Co: SHEL position timeline

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

Caldwell Trust Co held 35,204 SHEL 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 35,204 shares
    Change vs previous 13F +1,844 shares

    0.22% of the 13F portfolio, value $2,729,718.

    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 33,360 shares
    Change vs previous 13F +1,979 shares

    0.28% of the 13F portfolio, value $3,102,480.

    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 31,381 shares
    Change vs previous 13F +2,012 shares

    0.2% of the 13F portfolio, value $2,305,876.

    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 29,369 shares
    Change vs previous 13F +1,528 shares

    0.2% of the 13F portfolio, value $2,100,765.

    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 27,841 shares
    Change vs previous 13F +855 shares

    0.2% of the 13F portfolio, value $1,960,285.

    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 26,986 shares
    Change vs previous 13F +3,713 shares

    0.21% of the 13F portfolio, value $1,977,534.

    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 23,273 shares
    Change vs previous 13F +2,988 shares

    0.15% of the 13F portfolio, value $1,458,053.

    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 20,285 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,337,796.

    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).