Position in WS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$8,462
+$814 QoQ
Shares Held
252
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#190
of 234 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WS Over Time
Shares Held
Position Value (USD)
Position in Steel
Basic Materials · as of Jun 30, 2026Caldwell Trust Co holds $1,192,965 across 4 Steel names. WS ranks #3 (0.7% of the industry book) .
All Filings in WS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,462 | 252 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $7,648 | 252 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $60,654 | 1,752 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $53,243 | 1,752 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $52,262 | 1,752 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $44,378 | 1,752 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $47,730 | 1,500 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $51,015 | 1,500 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $50,040 | 1,500 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $53,775 | 1,500 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $42,150 | 1,500 | Shares | Sole | 2025-10-01 | |
| No filing history on record for this holder in this stock. | ||||||