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Disclosery

Caldwell Trust Co: UPS position timeline

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

Caldwell Trust Co held 12,023 UPS 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 12,023 shares
    Change vs previous 13F -20 shares

    0.1% of the 13F portfolio, value $1,292,473.

    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 12,043 shares
    Change vs previous 13F -814 shares

    0.11% of the 13F portfolio, value $1,184,790.

    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 12,857 shares
    Change vs previous 13F -886 shares

    0.11% of the 13F portfolio, value $1,275,286.

    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 13,743 shares
    Change vs previous 13F +886 shares

    0.11% of the 13F portfolio, value $1,147,953.

    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 12,857 shares
    Change vs previous 13F -1,271 shares

    0.13% of the 13F portfolio, value $1,297,786.

    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 14,128 shares
    Change vs previous 13F -708 shares

    0.17% of the 13F portfolio, value $1,553,939.

    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 14,836 shares
    Change vs previous 13F -544 shares

    0.2% of the 13F portfolio, value $1,870,820.

    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 15,380 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,096,909.

    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).