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Disclosery

Caldwell Trust Co: TMO position timeline

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

Caldwell Trust Co held 1,531 TMO 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 1,531 shares
    Change vs previous 13F -170 shares

    0.06% of the 13F portfolio, value $767,583.

    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 1,701 shares
    Change vs previous 13F +5 shares

    0.07% of the 13F portfolio, value $836,093.

    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 1,696 shares
    Change vs previous 13F -2 shares

    0.09% of the 13F portfolio, value $982,747.

    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 1,698 shares
    Change vs previous 13F -18 shares

    0.08% of the 13F portfolio, value $823,563.

    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 1,716 shares
    Change vs previous 13F +333 shares

    0.07% of the 13F portfolio, value $695,769.

    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 1,383 shares
    Change vs previous 13F -6 shares

    0.07% of the 13F portfolio, value $688,180.

    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 1,389 shares
    Change vs previous 13F -111 shares

    0.08% of the 13F portfolio, value $722,600.

    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 1,500 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $927,855.

    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).