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Colonial Trust Advisors: DVY position timeline

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

Colonial Trust Advisors held 3,771 DVY 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 3,771 shares
    Change vs previous 13F +69 shares

    0.03% of the 13F portfolio, value $589,381.

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

    • Colonial Trust Advisors: 2,176 shares
    • Colonial Trust Co / SC: 1,595 shares

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

  2. period ended2026-03-31
    13F 3,702 shares
    Change vs previous 13F +101 shares

    0.03% of the 13F portfolio, value $560,499.

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

    • Colonial Trust Advisors: 2,107 shares
    • Colonial Trust Co / SC: 1,595 shares

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

  3. period ended2025-12-31
    13F 3,601 shares
    Change vs previous 13F +26 shares

    0.02% of the 13F portfolio, value $508,237.

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

    • Colonial Trust Advisors: 2,006 shares
    • Colonial Trust Co / SC: 1,595 shares

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

  4. period ended2025-09-30
    13F 3,575 shares
    Change vs previous 13F -954 shares

    0.02% of the 13F portfolio, value $507,952.

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

    • Colonial Trust Advisors: 1,980 shares
    • Colonial Trust Co / SC: 1,595 shares

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

  5. period ended2025-06-30
    13F 4,529 shares
    Change vs previous 13F -32 shares

    0.03% of the 13F portfolio, value $601,412.

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

    • Colonial Trust Advisors: 2,041 shares
    • Colonial Trust Co / SC: 2,488 shares

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

  6. period ended2025-03-31
    13F 4,561 shares
    Change vs previous 13F +75 shares

    0.03% of the 13F portfolio, value $612,533.

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

    • Colonial Trust Advisors: 2,039 shares
    • Colonial Trust Co / SC: 2,522 shares

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

  7. period ended2024-12-31
    13F 4,486 shares
    Change vs previous 13F +696 shares

    0.03% of the 13F portfolio, value $588,883.

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

    • Colonial Trust Advisors: 1,964 shares
    • Colonial Trust Co / SC: 2,522 shares

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

  8. period ended2024-09-30
    13F 3,790 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $511,944.

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

    • Colonial Trust Advisors: 1,912 shares
    • Colonial Trust Co / SC: 1,878 shares

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