Discover Financial Services

Caldwell Trust Co DFS

Report date

3/31/2025

Quarter

2025 Q1

Filed

9/23/2025

Shares

4,018

Value ($000)

686

Weight

0.1%

2019 Q4 - 2025 Q1 (22 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 Q1	9/23/2025	686	0.1%	4,018	3/31/2025
2024 Q4	9/24/2025	696	0.1%	4,018	12/31/2024
2024 Q3	9/24/2025	579	0.1%	4,127	9/30/2024
2024 Q2	9/24/2025	540	0.1%	4,127	6/30/2024
2024 Q1	9/24/2025	541	0.1%	4,127	3/31/2024
2023 Q4	10/1/2025	464	0.1%	4,127	12/31/2023
2023 Q3	10/1/2025	358	0.0%	4,127	9/30/2023
2023 Q2	10/1/2025	482	0.1%	4,127	6/30/2023
2023 Q1	10/1/2025	416	0.1%	4,209	3/31/2023
2022 Q4	10/1/2025	422	0.1%	4,318	12/31/2022
2022 Q3	10/1/2025	393	0.1%	4,318	9/30/2022
2022 Q2	10/2/2025	419	0.1%	4,433	6/30/2022
2022 Q1	10/2/2025	488	0.1%	4,433	3/31/2022
2021 Q4	10/2/2025	129	0.0%	1,120	12/31/2021
2021 Q3	10/2/2025	135	0.0%	1,096	9/30/2021
2021 Q2	10/2/2025	130	0.0%	1,096	6/30/2021
2021 Q1	10/2/2025	104	0.0%	1,096	3/31/2021
2020 Q4	10/2/2025	111	0.0%	1,231	12/31/2020
2020 Q3	10/2/2025	73	0.0%	1,263	9/30/2020
2020 Q2	10/2/2025	129	0.0%	2,572	6/30/2020
2020 Q1	10/2/2025	102	0.0%	2,863	3/31/2020
2019 Q4	10/6/2025	201	0.0%	2,371	12/31/2019