Skip to content
Disclosery

Caldwell Trust Co: TJX position timeline

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

Caldwell Trust Co held 22,747 TJX 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 22,747 shares
    Change vs previous 13F +6,023 shares

    0.28% of the 13F portfolio, value $3,446,171.

    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 16,724 shares
    Change vs previous 13F -295 shares

    0.24% of the 13F portfolio, value $2,670,823.

    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 17,019 shares
    Change vs previous 13F -239 shares

    0.23% of the 13F portfolio, value $2,614,289.

    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 17,258 shares
    Change vs previous 13F -266 shares

    0.23% of the 13F portfolio, value $2,494,471.

    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 17,524 shares
    Change vs previous 13F -409 shares

    0.22% of the 13F portfolio, value $2,164,039.

    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 17,933 shares
    Change vs previous 13F +78 shares

    0.23% of the 13F portfolio, value $2,184,239.

    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 17,855 shares
    Change vs previous 13F -706 shares

    0.23% of the 13F portfolio, value $2,157,063.

    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 18,561 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,181,660.

    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).