Caldwell Trust Co

SEC CIK: 0002080218
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

IAA holding history

IAA, 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.

IAA overview All 13F holders of IAA Full Q2 2026 holdings

Shares (Q1 2023): 0; Sold out in Q1 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2022

Holdings of IAA by Caldwell Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2023	0	$0	0.0%	−134−100.0%	Sold out	Holders
Q4 2022	134	$5.36K	<0.1%	00.0%	Unchanged	Holders
Q3 2022	134	$4.27K	<0.1%	00.0%	Unchanged	Holders
Q2 2022	134	$4.39K	<0.1%	+134	New	Holders