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Disclosery

Caldwell Trust Co: SPY position timeline

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

Caldwell Trust Co held 62,426 SPY 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 62,426 shares
    Change vs previous 13F -196 shares

    3.77% of the 13F portfolio, value $46,617,864.

    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 62,622 shares
    Change vs previous 13F +1,020 shares

    3.64% of the 13F portfolio, value $40,725,592.

    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 61,602 shares
    Change vs previous 13F -447 shares

    3.73% of the 13F portfolio, value $42,007,636.

    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 62,049 shares
    Change vs previous 13F -2,355 shares

    3.86% of the 13F portfolio, value $41,335,803.

    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 64,404 shares
    Change vs previous 13F -715 shares

    3.98% of the 13F portfolio, value $39,792,011.

    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 65,119 shares
    Change vs previous 13F +2,031 shares

    3.91% of the 13F portfolio, value $36,426,917.

    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 63,088 shares
    Change vs previous 13F -705 shares

    3.86% of the 13F portfolio, value $36,974,615.

    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 63,793 shares
    Change vs previous 13F not available

    3.84% of the 13F portfolio, value $36,601,871.

    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).