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Disclosery

Caldwell Trust Co: VIG position timeline

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

Caldwell Trust Co held 13,040 VIG 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 13,040 shares
    Change vs previous 13F +22 shares

    0.25% of the 13F portfolio, value $3,085,525.

    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 13,018 shares
    Change vs previous 13F -1,270 shares

    0.25% of the 13F portfolio, value $2,799,651.

    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 14,288 shares
    Change vs previous 13F +1,790 shares

    0.28% of the 13F portfolio, value $3,140,217.

    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 12,498 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $2,696,943.

    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 12,498 shares
    Change vs previous 13F +81 shares

    0.26% of the 13F portfolio, value $2,557,966.

    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 12,417 shares
    Change vs previous 13F -126 shares

    0.26% of the 13F portfolio, value $2,408,774.

    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 12,543 shares
    Change vs previous 13F -640 shares

    0.26% of the 13F portfolio, value $2,456,296.

    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 13,183 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,611,025.

    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).