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Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

ADP holding history

Automatic Data Processing Inc in every 13F filed by Caldwell Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ADP overviewAll 13F holders of ADPFull Q2 2026 holdings

Shares (Q2 2026)
11,075
Value
$2.48M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of ADP by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,075$2.48M0.2%+3,256+41.6%AddedHolders
Q1 20267,819$1.59M0.1%+465+6.3%AddedHolders
Q4 20257,354$1.89M0.2%−623−7.8%ReducedHolders
Q3 20257,977$2.34M0.2%−300−3.6%ReducedHolders
Q2 20258,277$2.55M0.3%−426−4.9%ReducedHolders
Q1 20258,703$2.66M0.3%+272+3.2%AddedHolders
Q4 20248,431$2.47M0.3%−388−4.4%ReducedHolders
Q3 20248,819$2.44M0.3%−592−6.3%ReducedHolders
Q2 20249,411$2.25M0.2%+1,156+14.0%AddedHolders
Q1 20248,255$2.06M0.2%+249+3.1%AddedHolders
Q4 20238,006$1.87M0.2%−203−2.5%ReducedHolders
Q3 20238,209$1.97M0.3%−58−0.7%ReducedHolders
Q2 20238,267$1.82M0.2%−40−0.5%ReducedHolders
Q1 20238,307$1.85M0.3%+1,129+15.7%AddedHolders
Q4 20227,178$1.71M0.2%−482−6.3%ReducedHolders
Q3 20227,660$1.73M0.3%+149+2.0%AddedHolders
Q2 20227,511$1.58M0.2%−53−0.7%ReducedHolders
Q1 20227,564$1.72M0.2%+160+2.2%AddedHolders
Q4 20217,404$1.83M0.2%+99+1.4%AddedHolders
Q3 20217,305$1.46M0.2%+580+8.6%AddedHolders
Q2 20216,725$1.34M0.2%−42−0.6%ReducedHolders
Q1 20216,767$1.28M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.