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Disclosery

Caldwell Trust Co: V position timeline

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

Caldwell Trust Co held 30,516 V 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 30,516 shares
    Change vs previous 13F -1,098 shares

    0.85% of the 13F portfolio, value $10,469,734.

    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 31,614 shares
    Change vs previous 13F -159 shares

    0.85% of the 13F portfolio, value $9,555,015.

    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 31,773 shares
    Change vs previous 13F -5 shares

    0.99% of the 13F portfolio, value $11,143,109.

    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 31,778 shares
    Change vs previous 13F -36 shares

    1.01% of the 13F portfolio, value $10,848,374.

    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 31,814 shares
    Change vs previous 13F +2,661 shares

    1.13% of the 13F portfolio, value $11,295,561.

    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 29,153 shares
    Change vs previous 13F -462 shares

    1.1% of the 13F portfolio, value $10,216,960.

    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 29,615 shares
    Change vs previous 13F -728 shares

    0.98% of the 13F portfolio, value $9,359,525.

    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 30,343 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $8,342,808.

    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).