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Disclosery

Caldwell Trust Co: SJNK position timeline

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

Caldwell Trust Co held 368,607 SJNK 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 368,607 shares
    Change vs previous 13F -5,768 shares

    0.75% of the 13F portfolio, value $9,226,233.

    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 374,375 shares
    Change vs previous 13F +20,836 shares

    0.84% of the 13F portfolio, value $9,351,888.

    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 353,539 shares
    Change vs previous 13F +16,226 shares

    0.8% of the 13F portfolio, value $8,951,607.

    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 337,313 shares
    Change vs previous 13F +9,931 shares

    0.81% of the 13F portfolio, value $8,635,213.

    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 327,382 shares
    Change vs previous 13F +10,352 shares

    0.83% of the 13F portfolio, value $8,341,693.

    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 317,030 shares
    Change vs previous 13F +15,450 shares

    0.86% of the 13F portfolio, value $7,976,475.

    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 301,580 shares
    Change vs previous 13F +23,595 shares

    0.8% of the 13F portfolio, value $7,614,895.

    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 277,985 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $7,158,114.

    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).