Caldwell Trust Co

Business address
1400 Center Road, Venice, FL, 34292
Top securities (13F)
AAPL, NVDA, SPY, MSFT, GOOGL, AMZN, JPM, HD, IVV, LLY, COST, BLK, RSP, NEE, MA, IGSB, MDY, QQQ, IGIB, and AGG
State of incorporation
FL
Fiscal year end
31 December
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Caldwell Trust Co has filed 26 SEC EDGAR filings since 22 Sep 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 23 Oct 2025 30 Sep 2025 028-25778
13F-HR Open Document Open Filing 06 Oct 2025 31 Dec 2019 028-25778
13F-HR Open Document Open Filing 02 Oct 2025 31 Mar 2020 028-25778
13F-HR Open Document Open Filing 02 Oct 2025 30 Jun 2020 028-25778
13F-HR Open Document Open Filing 02 Oct 2025 30 Sep 2020 028-25778
13F-HR Open Document Open Filing 02 Oct 2025 31 Dec 2020 028-25778
13F-HR Open Document Open Filing 02 Oct 2025 31 Mar 2021 028-25778
13F-HR Open Document Open Filing 02 Oct 2025 30 Jun 2021 028-25778
13F-HR Open Document Open Filing 02 Oct 2025 30 Sep 2021 028-25778
13F-HR Open Document Open Filing 02 Oct 2025 31 Dec 2021 028-25778
13F-HR Open Document Open Filing 02 Oct 2025 31 Mar 2022 028-25778
13F-HR Open Document Open Filing 02 Oct 2025 30 Jun 2022 028-25778
13F-HR Open Document Open Filing 01 Oct 2025 30 Sep 2022 028-25778
13F-HR Open Document Open Filing 01 Oct 2025 31 Dec 2022 028-25778
13F-HR Open Document Open Filing 01 Oct 2025 31 Mar 2023 028-25778
13F-HR Open Document Open Filing 01 Oct 2025 30 Jun 2023 028-25778
13F-HR Open Document Open Filing 01 Oct 2025 30 Sep 2023 028-25778
13F-HR Open Document Open Filing 01 Oct 2025 31 Dec 2023 028-25778
N-PX Open Document Open Filing 29 Sep 2025 30 Jun 2024 028-25778
13F-HR Open Document Open Filing 24 Sep 2025 31 Mar 2024 028-25778
13F-HR Open Document Open Filing 24 Sep 2025 30 Jun 2024 028-25778
13F-HR Open Document Open Filing 24 Sep 2025 30 Sep 2024 028-25778
13F-HR Open Document Open Filing 24 Sep 2025 31 Dec 2024 028-25778
13F-HR Open Document Open Filing 23 Sep 2025 31 Mar 2025 028-25778
N-PX Open Document Open Filing 23 Sep 2025 30 Jun 2025 028-25778
13F-HR Open Document Open Filing 22 Sep 2025 30 Jun 2025 028-25778