Caldwell Trust Co SEC EDGAR Filings (CIK 0002080218)

SEC EDGAR filings, ownership reports, and insider transactions for Caldwell Trust Co.

Business address
1400 Center Road, Venice, FL, 34292
Top securities (13F)
AAPL, NVDA, SPY, MSFT, GOOGL, AMZN, JPM, HD, IVV, LLY, COST, BLK, RSP, NEE, MA, IGSB, MDY, QQQ, IGIB, and AGG
State of incorporation
FL
Fiscal year end
31 December
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Caldwell Trust Co has filed 26 SEC EDGAR filings since 22 Sep 2025

Latest Filings

Recent SEC filings for Caldwell Trust Co including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Oct 2025 30 Sep 2025 028-25778
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Oct 2025 31 Dec 2019 028-25778
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Oct 2025 31 Mar 2020 028-25778
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Oct 2025 30 Jun 2020 028-25778
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Oct 2025 30 Sep 2020 028-25778
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Oct 2025 31 Dec 2020 028-25778
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Oct 2025 31 Mar 2021 028-25778
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Oct 2025 30 Jun 2021 028-25778
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Oct 2025 30 Sep 2021 028-25778
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Oct 2025 31 Dec 2021 028-25778
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Oct 2025 31 Mar 2022 028-25778
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Oct 2025 30 Jun 2022 028-25778
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Oct 2025 30 Sep 2022 028-25778
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Oct 2025 31 Dec 2022 028-25778
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Oct 2025 31 Mar 2023 028-25778
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Oct 2025 30 Jun 2023 028-25778
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Oct 2025 30 Sep 2023 028-25778
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Oct 2025 31 Dec 2023 028-25778
N-PX Open N-PX document View SEC filing for N-PX 29 Sep 2025 30 Jun 2024 028-25778
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Sep 2025 31 Mar 2024 028-25778
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Sep 2025 30 Jun 2024 028-25778
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Sep 2025 30 Sep 2024 028-25778
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Sep 2025 31 Dec 2024 028-25778
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Sep 2025 31 Mar 2025 028-25778
N-PX Open N-PX document View SEC filing for N-PX 23 Sep 2025 30 Jun 2025 028-25778
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Sep 2025 30 Jun 2025 028-25778

About this filer

Caldwell Trust Co files with the SEC under CIK 0002080218. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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