Skip to content
Disclosery

Caldwell Trust Co: UNH position timeline

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

Caldwell Trust Co held 3,804 UNH 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 3,804 shares
    Change vs previous 13F -71 shares

    0.13% of the 13F portfolio, value $1,581,057.

    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 3,875 shares
    Change vs previous 13F -3,168 shares

    0.09% of the 13F portfolio, value $1,048,536.

    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 7,043 shares
    Change vs previous 13F -864 shares

    0.21% of the 13F portfolio, value $2,324,965.

    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 7,907 shares
    Change vs previous 13F -6,582 shares

    0.26% of the 13F portfolio, value $2,730,287.

    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 14,489 shares
    Change vs previous 13F -2,293 shares

    0.45% of the 13F portfolio, value $4,520,133.

    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 16,782 shares
    Change vs previous 13F -579 shares

    0.94% of the 13F portfolio, value $8,789,573.

    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 17,361 shares
    Change vs previous 13F -1,411 shares

    0.92% of the 13F portfolio, value $8,782,235.

    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 18,772 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $10,975,613.

    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).