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Disclosery

Caldwell Trust Co: TMUS position timeline

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

Caldwell Trust Co held 23,661 TMUS 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 23,661 shares
    Change vs previous 13F +923 shares

    0.32% of the 13F portfolio, value $3,968,660.

    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 22,738 shares
    Change vs previous 13F +1,222 shares

    0.43% of the 13F portfolio, value $4,775,662.

    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 21,516 shares
    Change vs previous 13F +1,166 shares

    0.39% of the 13F portfolio, value $4,368,609.

    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 20,350 shares
    Change vs previous 13F +231 shares

    0.46% of the 13F portfolio, value $4,871,383.

    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 20,119 shares
    Change vs previous 13F +804 shares

    0.48% of the 13F portfolio, value $4,793,553.

    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 19,315 shares
    Change vs previous 13F +1,433 shares

    0.55% of the 13F portfolio, value $5,151,504.

    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 17,882 shares
    Change vs previous 13F +895 shares

    0.41% of the 13F portfolio, value $3,947,094.

    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 16,987 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $3,505,437.

    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).