Position in HMC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,045
+$1,062 QoQ
Shares Held
223
+8.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#307
of 380 holders
Holding Since
Dec 2021
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HMC Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Caldwell Trust Co holds $771,813 across 5 Auto Manufacturers names. HMC ranks #5 (0.8% of the industry book) .
All Filings in HMC
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,045 | 223 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $4,983 | 205 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,043 | 205 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,314 | 205 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $5,910 | 205 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $5,561 | 205 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $5,852 | 205 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $6,504 | 205 | Shares | Sole | 2025-09-24 | |
| 2021-12-31 | $853 | 30 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||