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Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

BTX holding history

BlackRock Technology & Private Equity Term Trust 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.

BTX overviewAll 13F holders of BTXFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q2 2023
Holdings of BTX by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−1,000−100.0%Sold outHolders
Q1 20261,000$6.60K<0.1%00.0%UnchangedHolders
Q4 20251,000$6.59K<0.1%−1,000−50.0%ReducedHolders
Q3 20252,000$13.4K<0.1%00.0%UnchangedHolders
Q2 20252,000$14.7K<0.1%00.0%UnchangedHolders
Q1 20252,000$12.5K<0.1%00.0%UnchangedHolders
Q4 20242,000$14.9K<0.1%00.0%UnchangedHolders
Q3 20242,000$15.1K<0.1%00.0%UnchangedHolders
Q2 20242,000$14.5K<0.1%00.0%UnchangedHolders
Q1 20242,000$16.3K<0.1%00.0%UnchangedHolders
Q4 20232,000$14.7K<0.1%00.0%UnchangedHolders
Q3 20232,000$13.9K<0.1%00.0%UnchangedHolders
Q2 20232,000$15.7K<0.1%+2,000NewHolders