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Disclosery

Caldwell Trust Co: TIP position timeline

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

Caldwell Trust Co held 4,724 TIP 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 4,724 shares
    Change vs previous 13F +6 shares

    0.04% of the 13F portfolio, value $516,947.

    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 4,718 shares
    Change vs previous 13F -794 shares

    0.05% of the 13F portfolio, value $520,678.

    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 5,512 shares
    Change vs previous 13F -28 shares

    0.05% of the 13F portfolio, value $605,824.

    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 5,540 shares
    Change vs previous 13F -525 shares

    0.06% of the 13F portfolio, value $616,159.

    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 6,065 shares
    Change vs previous 13F -850 shares

    0.07% of the 13F portfolio, value $667,393.

    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 6,915 shares
    Change vs previous 13F -298 shares

    0.08% of the 13F portfolio, value $768,187.

    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 7,213 shares
    Change vs previous 13F -545 shares

    0.08% of the 13F portfolio, value $768,545.

    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 7,758 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $857,026.

    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).