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Colonial Trust Advisors: DGX position timeline

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

Colonial Trust Advisors held 17,487 DGX 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 17,487 shares
    Change vs previous 13F -918 shares

    0.17% of the 13F portfolio, value $3,706,345.

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

    • Colonial Trust Advisors: 14,691 shares
    • Colonial Trust Co / SC: 2,796 shares

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

  2. period ended2026-03-31
    13F 18,405 shares
    Change vs previous 13F -642 shares

    0.18% of the 13F portfolio, value $3,606,929.

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

    • Colonial Trust Advisors: 15,509 shares
    • Colonial Trust Co / SC: 2,896 shares

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

  3. period ended2025-12-31
    13F 19,047 shares
    Change vs previous 13F -1,256 shares

    0.16% of the 13F portfolio, value $3,305,239.

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

    • Colonial Trust Advisors: 15,726 shares
    • Colonial Trust Co / SC: 3,321 shares

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

  4. period ended2025-09-30
    13F 20,303 shares
    Change vs previous 13F -1,055 shares

    0.19% of the 13F portfolio, value $3,869,361.

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

    • Colonial Trust Advisors: 16,565 shares
    • Colonial Trust Co / SC: 3,738 shares

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

  5. period ended2025-06-30
    13F 21,358 shares
    Change vs previous 13F -327 shares

    0.2% of the 13F portfolio, value $3,836,559.

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

    • Colonial Trust Advisors: 17,418 shares
    • Colonial Trust Co / SC: 3,940 shares

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

  6. period ended2025-03-31
    13F 21,685 shares
    Change vs previous 13F -1,087 shares

    0.21% of the 13F portfolio, value $3,669,038.

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

    • Colonial Trust Advisors: 17,651 shares
    • Colonial Trust Co / SC: 4,034 shares

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

  7. period ended2024-12-31
    13F 22,772 shares
    Change vs previous 13F -349 shares

    0.19% of the 13F portfolio, value $3,435,315.

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

    • Colonial Trust Advisors: 18,370 shares
    • Colonial Trust Co / SC: 4,402 shares

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

  8. period ended2024-09-30
    13F 23,121 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,589,499.

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

    • Colonial Trust Advisors: 19,152 shares
    • Colonial Trust Co / SC: 3,969 shares

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