Position in BAX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$21,320
+$4,520 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#493
of 682 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BAX 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. BAX ranks #4 (1.6% of the industry book) .
All Filings in BAX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,320 | 1,000 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $16,800 | 1,000 | Shares | Defined | 2026-04-22 | |
| 2025-12-31 | $19,110 | 1,000 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $22,770 | 1,000 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $33,308 | 1,100 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $41,076 | 1,200 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $32,076 | 1,100 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $41,767 | 1,100 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $36,795 | 1,100 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $47,014 | 1,100 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $42,526 | 1,100 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $41,514 | 1,100 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $50,116 | 1,100 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $52,728 | 1,300 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $66,261 | 1,300 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $70,018 | 1,300 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $83,499 | 1,300 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $100,802 | 1,300 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $111,592 | 1,300 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $137,937 | 1,715 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $138,057 | 1,715 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $144,643 | 1,715 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $394,379 | 4,915 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $395,264 | 4,915 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $578,161 | 6,715 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $545,190 | 6,715 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||