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Disclosery

Caldwell Trust Co: TFC position timeline

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

Caldwell Trust Co held 7,844 TFC 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 7,844 shares
    Change vs previous 13F +561 shares

    0.03% of the 13F portfolio, value $390,788.

    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 7,283 shares
    Change vs previous 13F +457 shares

    0.03% of the 13F portfolio, value $334,800.

    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 6,826 shares
    Change vs previous 13F -402 shares

    0.03% of the 13F portfolio, value $335,907.

    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 7,228 shares
    Change vs previous 13F +406 shares

    0.03% of the 13F portfolio, value $330,464.

    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 6,822 shares
    Change vs previous 13F +73 shares

    0.03% of the 13F portfolio, value $293,278.

    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 6,749 shares
    Change vs previous 13F +1,439 shares

    0.03% of the 13F portfolio, value $277,721.

    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 5,310 shares
    Change vs previous 13F -1,578 shares

    0.02% of the 13F portfolio, value $230,348.

    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 6,888 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $294,600.

    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).