Position in DTI
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$3,286
+$1,427 QoQ
Shares Held
759
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DTI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026Caldwell Trust Co holds $118,263 across 3 Oil & Gas Equipment & Services names. DTI ranks #2 (2.8% of the industry book) .
All Filings in DTI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,286 | 759 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,859 | 759 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||