Position in A
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$7,636
-$1,480 QoQ
Shares Held
67
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in A Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Caldwell Trust Co holds $4,594,993 across 6 Diagnostics & Research names.
All Filings in A
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,636 | 67 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $9,116 | 67 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||