Caldwell Trust Co
- SEC CIK
- 0002080218
- Latest filing
- Aug 3, 2026
SOR holding history
Source Capital 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.
SOR overviewAll 13F holders of SORFull Q2 2026 holdings
- Shares (Q1 2022)
- 0
- Sold out in Q1 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 2
- Since Q3 2021