Position in COO
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$275,275
-$40,271 QoQ
Shares Held
3,850
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COO 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.
All Filings in COO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $275,275 | 3,850 | Shares | Defined | 2026-04-22 | |
| 2025-12-31 | $315,546 | 3,850 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $263,956 | 3,850 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $273,966 | 3,850 | Shares | Defined | 2025-09-22 | |
| 2020-12-31 | $118,079 | 325 | Shares | Defined | 2025-10-02 | |
| 2020-09-30 | $109,564 | 325 | Shares | Defined | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||