Skip to main content

Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

BNS holding history

Bank of Nova Scotia 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.

BNS overviewAll 13F holders of BNSFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of BNS by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−98−100.0%Sold outHolders
Q4 202398$4.77K<0.1%−95−49.2%ReducedHolders
Q3 2023193$8.80K<0.1%00.0%UnchangedHolders
Q2 2023193$9.66K<0.1%−6−3.0%ReducedHolders
Q1 2023199$10.0K<0.1%00.0%UnchangedHolders
Q4 2022199$9.75K<0.1%+6+3.1%AddedHolders
Q3 2022193$9.18K<0.1%−100−34.1%ReducedHolders
Q2 2022293$17.3K<0.1%00.0%UnchangedHolders
Q1 2022293$21.0K<0.1%00.0%UnchangedHolders
Q4 2021293$21.0K<0.1%−100−25.4%ReducedHolders
Q3 2021393$24.2K<0.1%−200−33.7%ReducedHolders
Q2 2021593$38.6K<0.1%−50−7.8%ReducedHolders
Q1 2021643$40.2K<0.1%––Holders

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