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Disclosery

Caldwell Trust Co: VYM position timeline

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

Caldwell Trust Co held 4,342 VYM 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 4,342 shares
    Change vs previous 13F -350 shares

    0.06% of the 13F portfolio, value $686,166.

    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 4,692 shares
    Change vs previous 13F -805 shares

    0.06% of the 13F portfolio, value $694,885.

    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 5,497 shares
    Change vs previous 13F -332 shares

    0.07% of the 13F portfolio, value $788,929.

    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 5,829 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $821,598.

    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 5,829 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $777,064.

    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 5,829 shares
    Change vs previous 13F +103 shares

    0.08% of the 13F portfolio, value $751,708.

    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 5,726 shares
    Change vs previous 13F -150 shares

    0.08% of the 13F portfolio, value $730,580.

    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 5,876 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $753,303.

    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).