Skip to content
Disclosery

Colonial Trust Advisors: DFUV position timeline

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

Colonial Trust Advisors held 16,272 DFUV 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 16,272 shares
    Change vs previous 13F -490 shares

    0.11% of the 13F portfolio, value $895,123.

    13F-HR 0001398344-26-013987 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).

  2. period ended2026-03-31
    13F 16,762 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $812,287.

    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 16,762 shares
    Change vs previous 13F -156 shares

    0.1% of the 13F portfolio, value $780,942.

    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 16,918 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $756,065.

    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 16,918 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $715,293.

    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 16,918 shares
    Change vs previous 13F +7,217 shares

    0.11% of the 13F portfolio, value $697,191.

    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 9,701 shares
    Change vs previous 13F -1,219 shares

    0.06% of the 13F portfolio, value $396,965.

    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 10,920 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $455,255.

    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).