Position in TRI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$12,005
New position
Shares Held
147
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#362
of 411 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Caldwell Trust Co holds $318,819 across 4 Specialty Business Services names. TRI ranks #2 (3.8% of the industry book) .
All Filings in TRI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,005 | 147 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||