Caldwell Trust Co
CIK
0002080218
City
Venice
State / Country
FL
Holdings in RQI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $363,121 | 31,797 | Shares | Sole | 2026-01-30 |
| 2025-09-30 | $412,594 | 33,087 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $455,919 | 36,620 | Shares | Sole | 2025-09-22 |
| 2025-03-31 | $585,547 | 46,620 | Shares | Sole | 2025-09-23 |
| 2024-12-31 | $671,253 | 54,841 | Shares | Sole | 2025-09-24 |
| 2024-09-30 | $806,853 | 56,941 | Shares | Sole | 2025-09-24 |
| 2024-06-30 | $681,574 | 58,354 | Shares | Sole | 2025-09-24 |
| 2024-03-31 | $847,315 | 70,142 | Shares | Sole | 2025-09-24 |
| 2023-12-31 | $923,238 | 75,428 | Shares | Sole | 2025-10-01 |
| 2023-09-30 | $784,674 | 77,537 | Shares | Sole | 2025-10-01 |
| 2023-06-30 | $1,067,896 | 92,060 | Shares | Sole | 2025-10-01 |
| 2023-03-31 | $1,495,018 | 125,421 | Shares | Sole | 2025-10-01 |
| 2022-12-31 | $1,540,057 | 133,918 | Shares | Sole | 2025-10-01 |
| 2022-09-30 | $1,509,345 | 134,164 | Shares | Sole | 2025-10-01 |
| 2022-06-30 | $1,846,690 | 135,886 | Shares | Sole | 2025-10-02 |
| 2022-03-31 | $2,246,253 | 134,265 | Shares | Sole | 2025-10-02 |
| 2021-12-31 | $2,410,906 | 132,322 | Shares | Sole | 2025-10-02 |
| 2021-09-30 | $1,933,736 | 129,781 | Shares | Sole | 2025-10-02 |
| 2021-06-30 | $1,963,592 | 124,990 | Shares | Sole | 2025-10-02 |
| 2021-03-31 | $1,751,400 | 125,819 | Shares | Sole | 2025-10-02 |
| 2020-12-31 | $1,437,420 | 115,921 | Shares | Sole | 2025-10-02 |
| 2020-09-30 | $1,365,930 | 122,946 | Shares | Sole | 2025-10-02 |
| 2020-06-30 | $1,783,491 | 163,174 | Shares | Sole | 2025-10-02 |
| 2020-03-31 | $1,544,321 | 170,832 | Shares | Sole | 2025-10-02 |