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Disclosery

Caldwell Trust Co: TOL position timeline

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

Caldwell Trust Co held 14,891 TOL 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 14,891 shares
    Change vs previous 13F +911 shares

    0.2% of the 13F portfolio, value $2,453,292.

    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 13,980 shares
    Change vs previous 13F +1,350 shares

    0.17% of the 13F portfolio, value $1,907,851.

    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 12,630 shares
    Change vs previous 13F +1,943 shares

    0.15% of the 13F portfolio, value $1,707,829.

    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 10,687 shares
    Change vs previous 13F -86 shares

    0.14% of the 13F portfolio, value $1,476,302.

    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 10,773 shares
    Change vs previous 13F +1,480 shares

    0.12% of the 13F portfolio, value $1,229,522.

    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 9,293 shares
    Change vs previous 13F +1,387 shares

    0.11% of the 13F portfolio, value $981,248.

    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 7,906 shares
    Change vs previous 13F +1,452 shares

    0.1% of the 13F portfolio, value $995,761.

    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 6,454 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $997,078.

    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).