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Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

DFIN holding history

Donnelley Financial Solutions, 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.

DFIN overviewAll 13F holders of DFINFull Q2 2026 holdings

Shares (Q1 2022)
0
Sold out in Q1 2022
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q3 2021
Holdings of DFIN by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20220$00.0%−56−100.0%Sold outHolders
Q4 202156$2.64K<0.1%00.0%UnchangedHolders
Q3 202156$1.94K<0.1%+56NewHolders