Skip to content
Disclosery

Caldwell Trust Co: VTI position timeline

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

Caldwell Trust Co held 43,751 VTI 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 43,751 shares
    Change vs previous 13F -605 shares

    1.31% of the 13F portfolio, value $16,189,620.

    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 44,356 shares
    Change vs previous 13F +1,902 shares

    1.27% of the 13F portfolio, value $14,229,848.

    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 42,454 shares
    Change vs previous 13F +28,148 shares

    1.27% of the 13F portfolio, value $14,233,553.

    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 14,306 shares
    Change vs previous 13F +201 shares

    0.44% of the 13F portfolio, value $4,694,800.

    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 14,105 shares
    Change vs previous 13F +342 shares

    0.43% of the 13F portfolio, value $4,286,933.

    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 13,763 shares
    Change vs previous 13F +421 shares

    0.41% of the 13F portfolio, value $3,782,623.

    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 13,342 shares
    Change vs previous 13F +882 shares

    0.4% of the 13F portfolio, value $3,866,645.

    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 12,460 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $3,528,174.

    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).