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Disclosery

Colonial Trust Advisors: BND position timeline

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

Colonial Trust Advisors held 22,049 BND 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 22,049 shares
    Change vs previous 13F +311 shares

    0.07% of the 13F portfolio, value $1,618,598.

    13F-HR 0001398344-26-013987 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 6 shares
    • Colonial Trust Co / SC: 22,043 shares

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

  2. period ended2026-03-31
    13F 21,738 shares
    Change vs previous 13F +93 shares

    0.22% of the 13F portfolio, value $1,600,820.

    13F-HR 0001398344-26-009002 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 21,645 shares
    Change vs previous 13F -290 shares

    0.21% of the 13F portfolio, value $1,603,241.

    13F-HR 0001398344-26-002826 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 21,935 shares
    Change vs previous 13F +1,686 shares

    0.22% of the 13F portfolio, value $1,631,293.

    13F-HR 0001398344-25-020619 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 20,249 shares
    Change vs previous 13F +11,292 shares

    0.22% of the 13F portfolio, value $1,490,934.

    13F-HR 0001398344-25-015191 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 8,957 shares
    Change vs previous 13F +399 shares

    0.1% of the 13F portfolio, value $657,892.

    13F-HR 0001398344-25-009321 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 8,558 shares
    Change vs previous 13F -138 shares

    0.09% of the 13F portfolio, value $615,406.

    13F-HR 0001398344-25-002790 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 8,696 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $653,157.

    13F-HR 0001398344-24-020483 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

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