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Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

SIVB holding history

SVB Financial Group 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.

SIVB overviewAll 13F holders of SIVBFull Q2 2026 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of SIVB by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−45−100.0%Sold outHolders
Q3 202245$15.1K<0.1%00.0%UnchangedHolders
Q2 202245$17.8K<0.1%00.0%UnchangedHolders
Q1 202245$25.2K<0.1%00.0%UnchangedHolders
Q4 202145$30.5K<0.1%00.0%UnchangedHolders
Q3 202145$29.1K<0.1%00.0%UnchangedHolders
Q2 202145$25.0K<0.1%00.0%UnchangedHolders
Q1 202145$22.2K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.