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Disclosery

Colonial Trust Advisors: FNDF position timeline

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

Colonial Trust Advisors held 21,045 FNDF 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 21,045 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $1,110,318.

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

    • Colonial Trust Advisors: 3,232 shares
    • Colonial Trust Co / SC: 17,813 shares

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

  2. period ended2026-03-31
    13F 21,044 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,029,691.

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

    • Colonial Trust Advisors: 3,231 shares
    • Colonial Trust Co / SC: 17,813 shares

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