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Disclosery

Caldwell Trust Co: TSM position timeline

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

Caldwell Trust Co held 22,037 TSM 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 22,037 shares
    Change vs previous 13F +536 shares

    0.85% of the 13F portfolio, value $10,524,210.

    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 21,501 shares
    Change vs previous 13F +21 shares

    0.65% of the 13F portfolio, value $7,266,263.

    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 21,480 shares
    Change vs previous 13F +2,429 shares

    0.58% of the 13F portfolio, value $6,527,557.

    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 19,051 shares
    Change vs previous 13F -900 shares

    0.5% of the 13F portfolio, value $5,320,754.

    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 19,951 shares
    Change vs previous 13F +902 shares

    0.45% of the 13F portfolio, value $4,518,702.

    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 19,049 shares
    Change vs previous 13F +1,993 shares

    0.34% of the 13F portfolio, value $3,162,134.

    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 17,056 shares
    Change vs previous 13F +3,083 shares

    0.35% of the 13F portfolio, value $3,368,389.

    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 13,973 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,426,691.

    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).