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Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

DAL holding history

Delta Air Lines, 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.

DAL overviewAll 13F holders of DALFull Q2 2026 holdings

Shares (Q2 2026)
321
Value
$30.1K
% of portfolio
<0.1%
Quarters held
9
Since Q2 2023
Holdings of DAL by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026321$30.1K<0.1%−42−11.6%ReducedHolders
Q1 2026363$24.1K<0.1%−21−5.5%ReducedHolders
Q4 2025384$26.6K<0.1%00.0%UnchangedHolders
Q3 2025384$21.8K<0.1%00.0%UnchangedHolders
Q2 2025384$18.9K<0.1%+300+357.1%AddedHolders
Q1 202584$3.66K<0.1%+84NewHolders
Q1 20240$00.0%−250−100.0%Sold outHolders
Q4 2023250$10.1K<0.1%00.0%UnchangedHolders
Q3 2023250$9.25K<0.1%−142−36.2%ReducedHolders
Q2 2023392$18.6K<0.1%+392NewHolders