Position in FTV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$27,490
+$19,198 QoQ
Shares Held
450
+200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#623
of 797 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FTV Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Caldwell Trust Co holds $370,853 across 4 Scientific & Technical Instruments names. FTV ranks #3 (7.4% of the industry book) .
All Filings in FTV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,490 | 450 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $8,292 | 150 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $8,281 | 150 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $7,348 | 150 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $7,819 | 150 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $10,976 | 150 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $11,250 | 150 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $11,839 | 150 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $11,114 | 150 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $31,225 | 363 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $26,727 | 363 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $26,920 | 363 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $27,141 | 363 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $24,745 | 363 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $23,322 | 363 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $17,490 | 300 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $8,157 | 150 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $9,139 | 150 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $11,443 | 150 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $10,585 | 150 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $13,947 | 200 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $14,128 | 200 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $28,327 | 400 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $49,536 | 650 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $64,276 | 950 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $63,413 | 1,149 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||