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Disclosery

Colonial Trust Advisors: HYG position timeline

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

Colonial Trust Advisors held 4,898 HYG 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 4,898 shares
    Change vs previous 13F +48 shares

    0.05% of the 13F portfolio, value $391,693.

    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 4,850 shares
    Change vs previous 13F -159 shares

    0.05% of the 13F portfolio, value $385,866.

    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 5,009 shares
    Change vs previous 13F -2,090 shares

    0.05% of the 13F portfolio, value $403,876.

    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 7,099 shares
    Change vs previous 13F -47 shares

    0.08% of the 13F portfolio, value $576,368.

    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 7,146 shares
    Change vs previous 13F +1,855 shares

    0.08% of the 13F portfolio, value $576,325.

    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 5,291 shares
    Change vs previous 13F -174 shares

    0.06% of the 13F portfolio, value $417,407.

    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 5,465 shares
    Change vs previous 13F -505 shares

    0.06% of the 13F portfolio, value $429,822.

    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 5,970 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $479,391.

    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).