Sempra

Caldwell Trust Co SRE

Report date

12/31/2025

Quarter

2025 Q4

Filed

1/30/2026

Shares

1,970

Value ($000)

174

Weight

0.0%

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	174	0.0%	1,970	12/31/2025
2025 Q3	10/23/2025	177	0.0%	1,970	9/30/2025
2025 Q2	9/22/2025	157	0.0%	2,066	6/30/2025
2025 Q1	9/23/2025	147	0.0%	2,066	3/31/2025
2024 Q4	9/24/2025	181	0.0%	2,066	12/31/2024
2024 Q3	9/24/2025	173	0.0%	2,066	9/30/2024
2024 Q2	9/24/2025	157	0.0%	2,066	6/30/2024
2024 Q1	9/24/2025	158	0.0%	2,196	3/31/2024
2023 Q4	10/1/2025	169	0.0%	2,260	12/31/2023
2023 Q3	10/1/2025	158	0.0%	2,324	9/30/2023
2023 Q2	10/1/2025	169	0.0%	1,162	6/30/2023
2023 Q1	10/1/2025	168	0.0%	1,114	3/31/2023
2022 Q4	10/1/2025	172	0.0%	1,114	12/31/2022
2022 Q3	10/1/2025	273	0.0%	1,819	9/30/2022
2022 Q2	10/2/2025	241	0.0%	1,606	6/30/2022
2022 Q1	10/2/2025	270	0.0%	1,606	3/31/2022
2021 Q4	10/2/2025	113	0.0%	854	12/31/2021
2021 Q3	10/2/2025	139	0.0%	1,095	9/30/2021
2021 Q2	10/2/2025	145	0.0%	1,095	6/30/2021
2021 Q1	10/2/2025	143	0.0%	1,080	3/31/2021
2020 Q4	10/2/2025	176	0.0%	1,380	12/31/2020
2020 Q3	10/2/2025	163	0.0%	1,380	9/30/2020
2020 Q2	10/2/2025	162	0.0%	1,380	6/30/2020
2020 Q1	10/2/2025	190	0.0%	1,680	3/31/2020
2019 Q4	10/6/2025	254	0.0%	1,680	12/31/2019