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Livermore
Livermore
ZHEN

Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

AMP holding history

Ameriprise Financial 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.

AMP overviewAll 13F holders of AMPFull Q2 2026 holdings

Shares (Q2 2026)
5,853
Value
$2.69M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of AMP by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,853$2.69M0.2%−48−0.8%ReducedHolders
Q1 20265,901$2.62M0.2%+505+9.4%AddedHolders
Q4 20255,396$2.65M0.2%+1,180+28.0%AddedHolders
Q3 20254,216$2.07M0.2%+72+1.7%AddedHolders
Q2 20254,144$2.21M0.2%−61−1.5%ReducedHolders
Q1 20254,205$2.04M0.2%+662+18.7%AddedHolders
Q4 20243,543$1.89M0.2%+608+20.7%AddedHolders
Q3 20242,935$1.38M0.1%+562+23.7%AddedHolders
Q2 20242,373$1.01M0.1%+559+30.8%AddedHolders
Q1 20241,814$795.3K0.1%+807+80.1%AddedHolders
Q4 20231,007$382.5K<0.1%+165+19.6%AddedHolders
Q3 2023842$277.6K<0.1%+376+80.7%AddedHolders
Q2 2023466$154.8K<0.1%+8+1.7%AddedHolders
Q1 2023458$140.4K<0.1%+9+2.0%AddedHolders
Q4 2022449$139.8K<0.1%00.0%UnchangedHolders
Q3 2022449$113.1K<0.1%00.0%UnchangedHolders
Q2 2022449$106.7K<0.1%00.0%UnchangedHolders
Q1 2022449$134.9K<0.1%−1−0.2%ReducedHolders
Q4 2021450$135.7K<0.1%+15+3.4%AddedHolders
Q3 2021435$114.9K<0.1%00.0%UnchangedHolders
Q2 2021435$108.3K<0.1%−17−3.8%ReducedHolders
Q1 2021452$105.1K<0.1%––Holders

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