Caldwell Trust Co

SEC CIK: 0002080218
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

WSO holding history

Watsco 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.

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

Shares (Q2 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 4; Since Q2 2021

Holdings of WSO by Caldwell Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−5−100.0%	Sold out	Holders
Q1 2022	5	$1.52K	<0.1%	00.0%	Unchanged	Holders
Q4 2021	5	$1.56K	<0.1%	00.0%	Unchanged	Holders
Q3 2021	5	$1.32K	<0.1%	00.0%	Unchanged	Holders
Q2 2021	5	$1.43K	<0.1%	+5	New	Holders