Skip to content
Disclosery

Caldwell Trust Co: T position timeline

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

Caldwell Trust Co held 49,110 T 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 49,110 shares
    Change vs previous 13F +10,472 shares

    0.08% of the 13F portfolio, value $1,016,577.

    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 38,638 shares
    Change vs previous 13F +78 shares

    0.1% of the 13F portfolio, value $1,120,116.

    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 38,560 shares
    Change vs previous 13F -1,606 shares

    0.09% of the 13F portfolio, value $957,830.

    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 40,166 shares
    Change vs previous 13F +500 shares

    0.11% of the 13F portfolio, value $1,134,288.

    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 39,666 shares
    Change vs previous 13F -2,773 shares

    0.11% of the 13F portfolio, value $1,147,934.

    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 42,439 shares
    Change vs previous 13F -925 shares

    0.13% of the 13F portfolio, value $1,200,175.

    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 43,364 shares
    Change vs previous 13F -1,649 shares

    0.1% of the 13F portfolio, value $987,398.

    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 45,013 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $990,286.

    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).