Caldwell Trust Co

Bank

Position in F — Ford Motor Co

CIK 2080218 Venice, FL

Position in F

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$69,500

+$40,258 QoQ

Shares Held

5,000

+97.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,364

of 1,726 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Caldwell Trust Co holds $771,813 across 5 Auto Manufacturers names. F ranks #3 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSLA	Tesla, Inc.	864	$363,398
2	GM	General Motors Co	4,100	$316,028
3	F	Ford Motor Co This page	5,000	$69,500
4	TM	Toyota Motor Corp/	100	$16,842
5	HMC	Honda Motor Co Ltd	223	$6,045

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$69,500	5,000	+97.3%	Shares	Sole	2026-08-03
2026-03-31	$29,242	2,534	+605.8%	Shares	Sole	2026-04-22
2025-12-31	$4,710	359	-11.8%	Shares	Sole	2026-01-30
2025-09-30	$4,867	407	0.0%	Shares	Sole	2025-10-23
2025-06-30	$4,415	407	0.0%	Shares	Sole	2025-09-22
2025-03-31	$4,082	407	+13.4%	Shares	Sole	2025-09-23
2024-12-31	$3,554	359	0.0%	Shares	Sole	2025-09-24
2024-09-30	$3,791	359	0.0%	Shares	Sole	2025-09-24
2024-06-30	$4,501	359	-55.1%	Shares	Sole	2025-09-24
2024-03-31	$10,624	800	+166.7%	Shares	Sole	2025-09-24
2023-12-31	$3,657	300	-62.5%	Shares	Sole	2025-10-01
2023-09-30	$9,936	800	0.0%	Shares	Sole	2025-10-01
2023-06-30	$12,104	800	-71.4%	Shares	Sole	2025-10-01
2023-03-31	$35,280	2,800	0.0%	Shares	Sole	2025-10-01
2022-12-31	$32,564	2,800	+250.0%	Shares	Sole	2025-10-01
2022-09-30	$8,960	800	0.0%	Shares	Sole	2025-10-01
2022-06-30	$8,904	800	0.0%	Shares	Sole	2025-10-02
2022-03-31	$13,528	800	+166.7%	Shares	Sole	2025-10-02
2021-12-31	$6,231	300	0.0%	Shares	Sole	2025-10-02
2021-09-30	$4,248	300	0.0%	Shares	Sole	2025-10-02
2021-06-30	$4,458	300	-70.7%	Shares	Sole	2025-10-02
2020-09-30	$6,819	1,024	-48.8%	Shares	Sole	2025-10-02
2020-06-30	$12,160	2,000	-67.1%	Shares	Sole	2025-10-02
2020-03-31	$29,332	6,073	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.