Ameriprise Financial Inc

Caldwell Trust Co AMP

Report date

12/31/2025

Quarter

2025 Q4

Filed

1/30/2026

Shares

5,396

Value ($000)

2,646

Weight

0.2%

2019 Q4 - 2025 Q4 (25 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	1/30/2026	2,646	0.2%	5,396	12/31/2025
2025 Q3	10/23/2025	2,071	0.2%	4,216	9/30/2025
2025 Q2	9/22/2025	2,212	0.2%	4,144	6/30/2025
2025 Q1	9/23/2025	2,036	0.2%	4,205	3/31/2025
2024 Q4	9/24/2025	1,886	0.2%	3,543	12/31/2024
2024 Q3	9/24/2025	1,379	0.1%	2,935	9/30/2024
2024 Q2	9/24/2025	1,014	0.1%	2,373	6/30/2024
2024 Q1	9/24/2025	795	0.1%	1,814	3/31/2024
2023 Q4	10/1/2025	382	0.0%	1,007	12/31/2023
2023 Q3	10/1/2025	278	0.0%	842	9/30/2023
2023 Q2	10/1/2025	155	0.0%	466	6/30/2023
2023 Q1	10/1/2025	140	0.0%	458	3/31/2023
2022 Q4	10/1/2025	140	0.0%	449	12/31/2022
2022 Q3	10/1/2025	113	0.0%	449	9/30/2022
2022 Q2	10/2/2025	107	0.0%	449	6/30/2022
2022 Q1	10/2/2025	135	0.0%	449	3/31/2022
2021 Q4	10/2/2025	136	0.0%	450	12/31/2021
2021 Q3	10/2/2025	115	0.0%	435	9/30/2021
2021 Q2	10/2/2025	108	0.0%	435	6/30/2021
2021 Q1	10/2/2025	105	0.0%	452	3/31/2021
2020 Q4	10/2/2025	404	0.1%	2,078	12/31/2020
2020 Q3	10/2/2025	320	0.1%	2,079	9/30/2020
2020 Q2	10/2/2025	604	0.1%	4,027	6/30/2020
2020 Q1	10/2/2025	413	0.1%	4,027	3/31/2020
2019 Q4	10/6/2025	671	0.1%	4,027	12/31/2019