Skip to main content
Livermore
Livermore
ZHEN

Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

VZ holding history

Verizon Communications 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.

VZ overviewAll 13F holders of VZFull Q2 2026 holdings

Shares (Q2 2026)
53,103
Value
$2.25M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of VZ by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202653,103$2.25M0.2%−2,979−5.3%ReducedHolders
Q1 202656,082$2.82M0.3%+1,033+1.9%AddedHolders
Q4 202555,049$2.24M0.2%−6,181−10.1%ReducedHolders
Q3 202561,230$2.69M0.3%+223+0.4%AddedHolders
Q2 202561,007$2.64M0.3%−7,581−11.1%ReducedHolders
Q1 202568,588$3.11M0.3%−819−1.2%ReducedHolders
Q4 202469,407$2.78M0.3%−1,678−2.4%ReducedHolders
Q3 202471,085$3.19M0.3%−1,816−2.5%ReducedHolders
Q2 202472,901$3.01M0.3%−5,120−6.6%ReducedHolders
Q1 202478,021$3.27M0.4%+220.0%AddedHolders
Q4 202377,999$2.94M0.4%−6,196−7.4%ReducedHolders
Q3 202384,195$2.73M0.4%−44,163−34.4%ReducedHolders
Q2 2023128,358$4.77M0.6%−6,722−5.0%ReducedHolders
Q1 2023135,080$5.25M0.7%−6,088−4.3%ReducedHolders
Q4 2022141,168$5.56M0.8%−3,457−2.4%ReducedHolders
Q3 2022144,625$5.49M0.8%−3,113−2.1%ReducedHolders
Q2 2022147,738$7.50M1.0%+10,909+8.0%AddedHolders
Q1 2022136,829$6.97M0.8%+2,210+1.6%AddedHolders
Q4 2021134,619$6.99M0.8%−1,332−1.0%ReducedHolders
Q3 2021135,951$7.34M0.9%+8,203+6.4%AddedHolders
Q2 2021127,748$7.16M0.9%+5,095+4.2%AddedHolders
Q1 2021122,653$7.13M1.0%––Holders

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