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Disclosery

Caldwell Trust Co: VZ position timeline

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

Caldwell Trust Co held 53,103 VZ 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 53,103 shares
    Change vs previous 13F -2,979 shares

    0.18% of the 13F portfolio, value $2,248,381.

    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 56,082 shares
    Change vs previous 13F +1,033 shares

    0.25% of the 13F portfolio, value $2,815,317.

    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 55,049 shares
    Change vs previous 13F -6,181 shares

    0.2% of the 13F portfolio, value $2,242,146.

    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 61,230 shares
    Change vs previous 13F +223 shares

    0.25% of the 13F portfolio, value $2,691,059.

    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 61,007 shares
    Change vs previous 13F -7,581 shares

    0.26% of the 13F portfolio, value $2,639,773.

    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 68,588 shares
    Change vs previous 13F -819 shares

    0.33% of the 13F portfolio, value $3,111,152.

    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 69,407 shares
    Change vs previous 13F -1,678 shares

    0.29% of the 13F portfolio, value $2,775,586.

    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 71,085 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,192,427.

    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).