Caldwell Trust Co

SEC CIK: 0002080218
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

T holding history

AT&T 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.

T overview All 13F holders of T Full Q2 2026 holdings

Shares (Q2 2026): 49,110
Value: $1.02M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of T by Caldwell Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	49,110	$1.02M	0.1%	+10,472+27.1%	Added	Holders
Q1 2026	38,638	$1.12M	0.1%	+78+0.2%	Added	Holders
Q4 2025	38,560	$957.8K	0.1%	−1,606−4.0%	Reduced	Holders
Q3 2025	40,166	$1.13M	0.1%	+500+1.3%	Added	Holders
Q2 2025	39,666	$1.15M	0.1%	−2,773−6.5%	Reduced	Holders
Q1 2025	42,439	$1.20M	0.1%	−925−2.1%	Reduced	Holders
Q4 2024	43,364	$987.4K	0.1%	−1,649−3.7%	Reduced	Holders
Q3 2024	45,013	$990.3K	0.1%	−3,577−7.4%	Reduced	Holders
Q2 2024	48,590	$928.6K	0.1%	−2,549−5.0%	Reduced	Holders
Q1 2024	51,139	$900.0K	0.1%	−6,842−11.8%	Reduced	Holders
Q4 2023	57,981	$972.9K	0.1%	−4,179−6.7%	Reduced	Holders
Q3 2023	62,160	$933.6K	0.1%	−22,198−26.3%	Reduced	Holders
Q2 2023	84,358	$1.35M	0.2%	−10,379−11.0%	Reduced	Holders
Q1 2023	94,737	$1.82M	0.3%	−14,018−12.9%	Reduced	Holders
Q4 2022	108,755	$2.00M	0.3%	+8,130+8.1%	Added	Holders
Q3 2022	100,625	$1.54M	0.2%	−2,824−2.7%	Reduced	Holders
Q2 2022	103,449	$2.17M	0.3%	+7,613+7.9%	Added	Holders
Q1 2022	95,836	$2.26M	0.3%	+5,535+6.1%	Added	Holders
Q4 2021	90,301	$2.22M	0.3%	−48,267−34.8%	Reduced	Holders
Q3 2021	138,568	$3.74M	0.5%	−9,887−6.7%	Reduced	Holders
Q2 2021	148,455	$4.27M	0.6%	−828−0.6%	Reduced	Holders
Q1 2021	149,283	$4.52M	0.6%	–	–	Holders

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