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Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

STT holding history

State Street Corp 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.

STT overviewAll 13F holders of STTFull Q2 2026 holdings

Shares (Q2 2026)
14
Value
$2.37K
% of portfolio
<0.1%
Quarters held
10
Since Q4 2021
Holdings of STT by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614$2.37K<0.1%00.0%UnchangedHolders
Q1 202614$1.77K<0.1%00.0%UnchangedHolders
Q4 202514$1.81K<0.1%00.0%UnchangedHolders
Q3 202514$1.62K<0.1%00.0%UnchangedHolders
Q2 202514$1.49K<0.1%00.0%UnchangedHolders
Q1 202514$1.25K<0.1%00.0%UnchangedHolders
Q4 202414$1.37K<0.1%00.0%UnchangedHolders
Q3 202414$1.24K<0.1%+14NewHolders
Q2 20220$00.0%−18−100.0%Sold outHolders
Q1 202218$1.57K<0.1%00.0%UnchangedHolders
Q4 202118$1.67K<0.1%+18NewHolders