Skip to content
Disclosery

Caldwell Trust Co: VEA position timeline

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

Caldwell Trust Co held 128,768 VEA 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 128,768 shares
    Change vs previous 13F +11,296 shares

    0.74% of the 13F portfolio, value $9,174,720.

    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 117,472 shares
    Change vs previous 13F +8,609 shares

    0.67% of the 13F portfolio, value $7,527,606.

    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 108,863 shares
    Change vs previous 13F +11,451 shares

    0.6% of the 13F portfolio, value $6,800,672.

    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 97,412 shares
    Change vs previous 13F +7,586 shares

    0.55% of the 13F portfolio, value $5,836,927.

    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 89,826 shares
    Change vs previous 13F +6,909 shares

    0.51% of the 13F portfolio, value $5,120,980.

    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 82,917 shares
    Change vs previous 13F +16,217 shares

    0.45% of the 13F portfolio, value $4,214,671.

    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 66,700 shares
    Change vs previous 13F +5,782 shares

    0.33% of the 13F portfolio, value $3,189,594.

    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 60,918 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,217,080.

    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).