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Disclosery

Caldwell Trust Co: XLI position timeline

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

Caldwell Trust Co held 1,689 XLI 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 1,689 shares
    Change vs previous 13F +103 shares

    0.03% of the 13F portfolio, value $312,853.

    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 1,586 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $256,504.

    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 1,586 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $246,020.

    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 1,586 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $244,609.

    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 1,586 shares
    Change vs previous 13F +105 shares

    0.02% of the 13F portfolio, value $233,967.

    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 1,481 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $194,115.

    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 1,481 shares
    Change vs previous 13F -509 shares

    0.02% of the 13F portfolio, value $195,137.

    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 1,990 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $269,526.

    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).