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Disclosery

Caldwell Trust Co: XLK position timeline

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

Caldwell Trust Co held 33,211 XLK 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 33,211 shares
    Change vs previous 13F +571 shares

    0.51% of the 13F portfolio, value $6,327,360.

    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 32,640 shares
    Change vs previous 13F -110 shares

    0.39% of the 13F portfolio, value $4,337,856.

    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 32,750 shares
    Change vs previous 13F +16,241 shares

    0.42% of the 13F portfolio, value $4,715,018.

    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 16,509 shares
    Change vs previous 13F +343 shares

    0.43% of the 13F portfolio, value $4,653,227.

    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 16,166 shares
    Change vs previous 13F -245 shares

    0.41% of the 13F portfolio, value $4,093,716.

    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 16,411 shares
    Change vs previous 13F -2,298 shares

    0.36% of the 13F portfolio, value $3,388,543.

    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 18,709 shares
    Change vs previous 13F +114 shares

    0.45% of the 13F portfolio, value $4,350,217.

    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 18,595 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $4,198,007.

    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).