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Disclosery

Caldwell Trust Co: WFC position timeline

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

Caldwell Trust Co held 18,677 WFC 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 18,677 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,543,467.

    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 18,677 shares
    Change vs previous 13F +508 shares

    0.13% of the 13F portfolio, value $1,486,876.

    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 18,169 shares
    Change vs previous 13F -3,155 shares

    0.15% of the 13F portfolio, value $1,693,351.

    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 21,324 shares
    Change vs previous 13F +2,125 shares

    0.17% of the 13F portfolio, value $1,787,378.

    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 19,199 shares
    Change vs previous 13F -200 shares

    0.15% of the 13F portfolio, value $1,538,224.

    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 19,399 shares
    Change vs previous 13F +1,481 shares

    0.15% of the 13F portfolio, value $1,392,654.

    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 17,918 shares
    Change vs previous 13F -105 shares

    0.13% of the 13F portfolio, value $1,258,560.

    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 18,023 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,018,119.

    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).