Company Names, identifiers, and filing context for this profile. 1 identity field
Company location
Venice, FL
SEC filing record 1 source field available
Fiscal year end
31 December
Caldwell Trust Co has filed 28 SEC EDGAR filings since 22 Sep 2025

SEC filing history

Showing 1-25 of 28 matching filings.

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25
Current page
1
13F-HR File 028-25778

13F-HR filing

Filing date
22 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-25778

13F-HR filing

Filing date
30 Jan 2026
Reporting date
31 Dec 2025
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13F-HR File 028-25778

13F-HR filing

Filing date
23 Oct 2025
Reporting date
30 Sep 2025
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13F-HR File 028-25778

13F-HR filing

Filing date
06 Oct 2025
Reporting date
31 Dec 2019
SEC evidence
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13F-HR File 028-25778

13F-HR filing

Filing date
02 Oct 2025
Reporting date
31 Mar 2020
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13F-HR File 028-25778

13F-HR filing

Filing date
02 Oct 2025
Reporting date
30 Jun 2020
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13F-HR File 028-25778

13F-HR filing

Filing date
02 Oct 2025
Reporting date
30 Sep 2020
SEC evidence
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13F-HR File 028-25778

13F-HR filing

Filing date
02 Oct 2025
Reporting date
31 Dec 2020
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13F-HR File 028-25778

13F-HR filing

Filing date
02 Oct 2025
Reporting date
31 Mar 2021
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13F-HR File 028-25778

13F-HR filing

Filing date
02 Oct 2025
Reporting date
30 Jun 2021
SEC evidence
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13F-HR File 028-25778

13F-HR filing

Filing date
02 Oct 2025
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-25778

13F-HR filing

Filing date
02 Oct 2025
Reporting date
31 Dec 2021
SEC evidence
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13F-HR File 028-25778

13F-HR filing

Filing date
02 Oct 2025
Reporting date
31 Mar 2022
SEC evidence
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13F-HR File 028-25778

13F-HR filing

Filing date
02 Oct 2025
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-25778

13F-HR filing

Filing date
01 Oct 2025
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-25778

13F-HR filing

Filing date
01 Oct 2025
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-25778

13F-HR filing

Filing date
01 Oct 2025
Reporting date
31 Mar 2023
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13F-HR File 028-25778

13F-HR filing

Filing date
01 Oct 2025
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-25778

13F-HR filing

Filing date
01 Oct 2025
Reporting date
30 Sep 2023
SEC evidence
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13F-HR File 028-25778

13F-HR filing

Filing date
01 Oct 2025
Reporting date
31 Dec 2023
SEC evidence
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N-PX File 028-25778

N-PX filing

Filing date
29 Sep 2025
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-25778

13F-HR filing

Filing date
24 Sep 2025
Reporting date
31 Mar 2024
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13F-HR File 028-25778

13F-HR filing

Filing date
24 Sep 2025
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-25778

13F-HR filing

Filing date
24 Sep 2025
Reporting date
30 Sep 2024
SEC evidence
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13F-HR File 028-25778

13F-HR filing

Filing date
24 Sep 2025
Reporting date
31 Dec 2024
SEC evidence
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