Caldwell Trust Co

Q1 2026 13F Holdings

Location
Venice, FL
Holdings as of
3/31/2026
Value ($000)
$1,119,349
Num holdings
784
Date filed
4/22/2026
Form type
13F-HR
Prev filing
1/30/2026
Next filing
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type