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Disclosery

Caldwell Trust Co: SPYG position timeline

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

Caldwell Trust Co held 12,569 SPYG 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 12,569 shares
    Change vs previous 13F -30 shares

    0.12% of the 13F portfolio, value $1,495,585.

    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 12,599 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,233,568.

    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 12,599 shares
    Change vs previous 13F +8 shares

    0.12% of the 13F portfolio, value $1,344,313.

    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 12,591 shares
    Change vs previous 13F -74 shares

    0.12% of the 13F portfolio, value $1,315,885.

    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 12,665 shares
    Change vs previous 13F +700 shares

    0.12% of the 13F portfolio, value $1,207,228.

    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 11,965 shares
    Change vs previous 13F -73 shares

    0.1% of the 13F portfolio, value $961,627.

    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 12,038 shares
    Change vs previous 13F +470 shares

    0.11% of the 13F portfolio, value $1,058,140.

    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 11,568 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $959,450.

    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).