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Colonial Trust Advisors: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Colonial Trust Advisors on AGG, newest first. How the timeline and the estimate are built.

Colonial Trust Advisors held 334,554 AGG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 334,554 shares
    Change vs previous 13F +19,075 shares

    1.49% of the 13F portfolio, value $33,114,150.

    13F-HR 0001398344-26-013984 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 208,780 shares
    • Colonial Trust Co / SC: 125,774 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 315,479 shares
    Change vs previous 13F +31,776 shares

    1.55% of the 13F portfolio, value $31,317,647.

    13F-HR 0001398344-26-009001 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 193,857 shares
    • Colonial Trust Co / SC: 121,622 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 283,703 shares
    Change vs previous 13F +46,276 shares

    1.36% of the 13F portfolio, value $28,336,275.

    13F-HR 0001398344-26-002829 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 172,013 shares
    • Colonial Trust Co / SC: 111,690 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 237,427 shares
    Change vs previous 13F +30,152 shares

    1.17% of the 13F portfolio, value $23,802,045.

    13F-HR 0001398344-25-020602 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 141,923 shares
    • Colonial Trust Co / SC: 95,504 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 207,275 shares
    Change vs previous 13F +26,250 shares

    1.08% of the 13F portfolio, value $20,561,662.

    13F-HR 0001398344-25-015189 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 120,838 shares
    • Colonial Trust Co / SC: 86,437 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 181,025 shares
    Change vs previous 13F +21,043 shares

    1.01% of the 13F portfolio, value $17,906,925.

    13F-HR 0001398344-25-009319 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 105,499 shares
    • Colonial Trust Co / SC: 75,526 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 159,982 shares
    Change vs previous 13F +35,411 shares

    0.86% of the 13F portfolio, value $15,502,309.

    13F-HR 0001398344-25-002651 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 91,954 shares
    • Colonial Trust Co / SC: 68,028 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 124,571 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $12,615,346.

    13F-HR 0001398344-24-020481 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 72,496 shares
    • Colonial Trust Co / SC: 52,075 shares

    Acceptance time not in the bulk data set (spec §4.2).