Position in PPLI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$21,926
+$2,912 QoQ
Shares Held
475
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#258
of 337 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PPLI Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026Caldwell Trust Co holds $54,274,016 across 6 Internet Content & Information names. PPLI ranks #5 (0.0% of the industry book) .
All Filings in PPLI
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,926 | 475 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $19,014 | 475 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $18,572 | 475 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $16,183 | 475 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $17,736 | 475 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $21,821 | 475 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $20,491 | 475 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $25,564 | 475 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $22,253 | 475 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $25,336 | 475 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $24,880 | 475 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $23,935 | 475 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $29,829 | 475 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $24,510 | 475 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $21,090 | 475 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $26,305 | 475 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $36,085 | 475 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $47,633 | 475 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $64,962 | 497 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $64,754 | 497 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $76,622 | 497 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||