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Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

ALC holding history

Alcon 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.

ALC overviewAll 13F holders of ALCFull Q2 2026 holdings

Shares (Q2 2026)
20
Value
$1.34K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of ALC by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620$1.34K<0.1%00.0%UnchangedHolders
Q1 202620$1.51K<0.1%00.0%UnchangedHolders
Q4 202520$1.58K<0.1%00.0%UnchangedHolders
Q3 202520$1.49K<0.1%00.0%UnchangedHolders
Q2 202520$1.77K<0.1%00.0%UnchangedHolders
Q1 202520$1.90K<0.1%+20NewHolders
Q3 20240$00.0%−600−100.0%Sold outHolders
Q2 2024600$48.1K<0.1%−20−3.2%ReducedHolders
Q1 2024620$46.3K<0.1%+600+3,000.0%AddedHolders
Q4 202320$1.31K<0.1%00.0%UnchangedHolders
Q3 202320$1.42K<0.1%00.0%UnchangedHolders
Q2 202320$1.48K<0.1%00.0%UnchangedHolders
Q1 202320$1.29K<0.1%00.0%UnchangedHolders
Q4 202220$1.26K<0.1%00.0%UnchangedHolders
Q3 202220$1.16K<0.1%00.0%UnchangedHolders
Q2 202220$1.33K<0.1%00.0%UnchangedHolders
Q1 202220$1.47K<0.1%00.0%UnchangedHolders
Q4 202120$1.61K<0.1%−2−9.1%ReducedHolders
Q3 202122$1.67K<0.1%00.0%UnchangedHolders
Q2 202122$1.43K<0.1%−91−80.5%ReducedHolders
Q1 2021113$7.48K<0.1%––Holders

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