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Disclosery

Caldwell Trust Co: VO position timeline

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

Caldwell Trust Co held 126,411 VO 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 126,411 shares
    Change vs previous 13F +94,184 shares

    0.82% of the 13F portfolio, value $10,184,934.

    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 32,227 shares
    Change vs previous 13F +247 shares

    0.83% of the 13F portfolio, value $9,254,950.

    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 31,980 shares
    Change vs previous 13F +1,004 shares

    0.82% of the 13F portfolio, value $9,281,236.

    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 30,976 shares
    Change vs previous 13F -34 shares

    0.85% of the 13F portfolio, value $9,098,890.

    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 31,010 shares
    Change vs previous 13F +289 shares

    0.87% of the 13F portfolio, value $8,677,528.

    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 30,721 shares
    Change vs previous 13F +848 shares

    0.85% of the 13F portfolio, value $7,945,065.

    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 29,873 shares
    Change vs previous 13F +428 shares

    0.82% of the 13F portfolio, value $7,890,356.

    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 29,445 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $7,768,474.

    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).