Caldwell Trust Co
CIK
0002080218
City
Venice
State / Country
FL
Holdings in AFB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $15,148 | 1,400 | Shares | Sole | 2026-01-30 |
| 2025-09-30 | $15,190 | 1,400 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $14,434 | 1,400 | Shares | Sole | 2025-09-22 |
| 2025-03-31 | $15,204 | 1,400 | Shares | Sole | 2025-09-23 |
| 2024-12-31 | $15,218 | 1,400 | Shares | Sole | 2025-09-24 |
| 2024-09-30 | $16,520 | 1,400 | Shares | Sole | 2025-09-24 |
| 2024-06-30 | $15,554 | 1,400 | Shares | Sole | 2025-09-24 |