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Disclosery

Caldwell Trust Co: WM position timeline

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

Caldwell Trust Co held 13,765 WM 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 13,765 shares
    Change vs previous 13F +366 shares

    0.25% of the 13F portfolio, value $3,067,943.

    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 13,399 shares
    Change vs previous 13F +12 shares

    0.28% of the 13F portfolio, value $3,078,956.

    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 13,387 shares
    Change vs previous 13F +339 shares

    0.26% of the 13F portfolio, value $2,941,258.

    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 13,048 shares
    Change vs previous 13F +300 shares

    0.27% of the 13F portfolio, value $2,881,390.

    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 12,748 shares
    Change vs previous 13F +329 shares

    0.29% of the 13F portfolio, value $2,916,997.

    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 12,419 shares
    Change vs previous 13F +283 shares

    0.31% of the 13F portfolio, value $2,875,123.

    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 12,136 shares
    Change vs previous 13F +117 shares

    0.26% of the 13F portfolio, value $2,448,923.

    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 12,019 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,495,144.

    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).