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Disclosery

Caldwell Trust Co: VWO position timeline

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

Caldwell Trust Co held 13,024 VWO 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 13,024 shares
    Change vs previous 13F +1,671 shares

    0.06% of the 13F portfolio, value $777,403.

    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 11,353 shares
    Change vs previous 13F +550 shares

    0.05% of the 13F portfolio, value $613,630.

    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 10,803 shares
    Change vs previous 13F +3,422 shares

    0.05% of the 13F portfolio, value $580,769.

    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 7,381 shares
    Change vs previous 13F -1,062 shares

    0.04% of the 13F portfolio, value $399,903.

    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 8,443 shares
    Change vs previous 13F -298 shares

    0.04% of the 13F portfolio, value $417,591.

    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 8,741 shares
    Change vs previous 13F -2 shares

    0.04% of the 13F portfolio, value $395,618.

    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 8,743 shares
    Change vs previous 13F +1,906 shares

    0.04% of the 13F portfolio, value $385,042.

    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 6,837 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $327,150.

    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).