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Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

PAA holding history

Plains All American Pipeline LP 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.

PAA overviewAll 13F holders of PAAFull Q2 2026 holdings

Shares (Q2 2026)
1,103
Value
$24.6K
% of portfolio
<0.1%
Quarters held
6
Since Q4 2022
Holdings of PAA by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,103$24.6K<0.1%−1,102−50.0%ReducedHolders
Q1 20262,205$49.2K<0.1%00.0%UnchangedHolders
Q4 20252,205$39.6K<0.1%00.0%UnchangedHolders
Q3 20252,205$37.6K<0.1%+2,205NewHolders
Q2 20230$00.0%−300−100.0%Sold outHolders
Q1 2023300$3.74K<0.1%00.0%UnchangedHolders
Q4 2022300$3.53K<0.1%+300NewHolders