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Disclosery

Colonial Trust Advisors: FNDX position timeline

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

Colonial Trust Advisors held 71,017 FNDX 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 71,017 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $2,208,629.

    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 71,017 shares
    Change vs previous 13F +41,224 shares

    0.27% of the 13F portfolio, value $1,977,823.

    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 29,793 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $810,668.

    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 29,793 shares
    Change vs previous 13F +14,151 shares

    0.11% of the 13F portfolio, value $783,556.

    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 15,642 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $383,855.

    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 15,642 shares
    Change vs previous 13F +15,480 shares

    0.06% of the 13F portfolio, value $369,308.

    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 162 shares
    Change vs previous 13F +108 shares

    <0.01% of the 13F portfolio, value $3,836.

    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 54 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,875.

    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).