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Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

ONL holding history

Orion Properties 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.

ONL overviewAll 13F holders of ONLFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q4 2021
Holdings of ONL by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−10−100.0%Sold outHolders
Q1 202410$35<0.1%00.0%UnchangedHolders
Q4 202310$57<0.1%−27−73.0%ReducedHolders
Q3 202337$193<0.1%00.0%UnchangedHolders
Q2 202337$245<0.1%00.0%UnchangedHolders
Q1 202337$248<0.1%00.0%UnchangedHolders
Q4 202237$316<0.1%00.0%UnchangedHolders
Q3 202237$324<0.1%−32−46.4%ReducedHolders
Q2 202269$756<0.1%00.0%UnchangedHolders
Q1 202269$966<0.1%−20−22.5%ReducedHolders
Q4 202189$1.66K<0.1%+89NewHolders