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Manager record

Caldwell Trust Co

Venice, FL · CIK 2080218 · EDGAR filings ↗

Cover-page record — Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.24BReported 13F valueQ2 2026 · as filed
887Holdings listed
+10.5%vs prior quartervalue change includes market moves
5Quarters on record
Aug 03Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $5.6B$5.6BQ2 20254,735 holdingsQ3 2025: $13.2B$13.2BQ3 202514,629 holdingsQ4 2025: $1.1B$1.1BQ4 2025819 holdingsQ1 2026: $1.1B$1.1BQ1 2026858 holdingsQ2 2026: $1.2B$1.2BQ2 2026887 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 03 2026 13F-HR · period Q2 2026

$1.24B · 887 holdings listed · View original SEC filing ↗

Apr 22 2026 13F-HR · period Q1 2026

$1.12B · 858 holdings listed · View original SEC filing ↗

Jan 30 2026 13F-HR · period Q4 2025

$1.13B · 819 holdings listed · View original SEC filing ↗

Oct 23 2025 13F-HR · period Q3 2025

$1.07B · 816 holdings listed · View original SEC filing ↗

Oct 06 2025 13F-HR · period Q3 2025

$654.81M · 875 holdings listed · View original SEC filing ↗

Oct 02 2025 13F-HR · period Q3 2025

$791.19M · 806 holdings listed · View original SEC filing ↗

Oct 02 2025 13F-HR · period Q3 2025

$726.54M · 816 holdings listed · View original SEC filing ↗

Oct 02 2025 13F-HR · period Q3 2025

$839.29M · 823 holdings listed · View original SEC filing ↗

Oct 02 2025 13F-HR · period Q3 2025

$869.55M · 820 holdings listed · View original SEC filing ↗

Oct 02 2025 13F-HR · period Q3 2025

$764.12M · 810 holdings listed · View original SEC filing ↗

Oct 02 2025 13F-HR · period Q3 2025

$717.09M · 786 holdings listed · View original SEC filing ↗

Oct 02 2025 13F-HR · period Q3 2025

$660.99M · 792 holdings listed · View original SEC filing ↗

Oct 02 2025 13F-HR · period Q3 2025

$608.30M · 798 holdings listed · View original SEC filing ↗

Oct 02 2025 13F-HR · period Q3 2025

$596.96M · 840 holdings listed · View original SEC filing ↗

Oct 02 2025 13F-HR · period Q3 2025

$527.96M · 876 holdings listed · View original SEC filing ↗

Oct 01 2025 13F-HR · period Q3 2025

$766.49M · 826 holdings listed · View original SEC filing ↗

Oct 01 2025 13F-HR · period Q3 2025

$792.09M · 777 holdings listed · View original SEC filing ↗

Oct 01 2025 13F-HR · period Q3 2025

$733.07M · 777 holdings listed · View original SEC filing ↗

Oct 01 2025 13F-HR · period Q3 2025

$720.67M · 799 holdings listed · View original SEC filing ↗

Oct 01 2025 13F-HR · period Q3 2025

$707.10M · 798 holdings listed · View original SEC filing ↗

Oct 01 2025 13F-HR · period Q3 2025

$673.29M · 794 holdings listed · View original SEC filing ↗

Sep 24 2025 13F-HR · period Q2 2025

$952.25M · 774 holdings listed · View original SEC filing ↗

Sep 24 2025 13F-HR · period Q2 2025

$859.06M · 778 holdings listed · View original SEC filing ↗

Sep 24 2025 13F-HR · period Q2 2025

$957.34M · 781 holdings listed · View original SEC filing ↗

Sep 24 2025 13F-HR · period Q2 2025

$903.65M · 767 holdings listed · View original SEC filing ↗

Sep 23 2025 13F-HR · period Q2 2025

$932.08M · 821 holdings listed · View original SEC filing ↗

Sep 22 2025 13F-HR · period Q2 2025

$1.00B · 814 holdings listed · View original SEC filing ↗

Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 03, 2026 · Change methodology