Position in ALC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,342
-$165 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#591
of 622 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALC Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Caldwell Trust Co holds $1,342,973 across 6 Medical Instruments & Supplies names. ALC ranks #6 (0.1% of the industry book) .
All Filings in ALC
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,342 | 20 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,507 | 20 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,576 | 20 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,490 | 20 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,765 | 20 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $1,898 | 20 | Shares | Sole | 2025-09-23 | |
| 2024-06-30 | $53,448 | 600 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $51,639 | 620 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $1,562 | 20 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $1,541 | 20 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $1,642 | 20 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $1,410 | 20 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $1,371 | 20 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $1,163 | 20 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $1,397 | 20 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $1,586 | 20 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $1,742 | 20 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $1,770 | 22 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $1,545 | 22 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $7,930 | 113 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $7,455 | 113 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $6,435 | 113 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $19,316 | 337 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $24,190 | 476 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||