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Colonial Trust Advisors: IBB position timeline

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

Colonial Trust Advisors held 39,694 IBB 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 39,694 shares
    Change vs previous 13F -1,055 shares

    0.34% of the 13F portfolio, value $7,549,283.

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

    • Colonial Trust Advisors: 31,392 shares
    • Colonial Trust Co / SC: 8,302 shares

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

  2. period ended2026-03-31
    13F 40,749 shares
    Change vs previous 13F -1,639 shares

    0.34% of the 13F portfolio, value $6,880,362.

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

    • Colonial Trust Advisors: 31,947 shares
    • Colonial Trust Co / SC: 8,802 shares

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

  3. period ended2025-12-31
    13F 42,388 shares
    Change vs previous 13F -1,652 shares

    0.34% of the 13F portfolio, value $7,153,717.

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

    • Colonial Trust Advisors: 33,386 shares
    • Colonial Trust Co / SC: 9,002 shares

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

  4. period ended2025-09-30
    13F 44,040 shares
    Change vs previous 13F -1,966 shares

    0.31% of the 13F portfolio, value $6,358,027.

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

    • Colonial Trust Advisors: 34,178 shares
    • Colonial Trust Co / SC: 9,862 shares

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

  5. period ended2025-06-30
    13F 46,006 shares
    Change vs previous 13F -2,851 shares

    0.31% of the 13F portfolio, value $5,820,272.

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

    • Colonial Trust Advisors: 36,030 shares
    • Colonial Trust Co / SC: 9,976 shares

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

  6. period ended2025-03-31
    13F 48,857 shares
    Change vs previous 13F -1,689 shares

    0.35% of the 13F portfolio, value $6,248,864.

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

    • Colonial Trust Advisors: 38,224 shares
    • Colonial Trust Co / SC: 10,633 shares

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

  7. period ended2024-12-31
    13F 50,546 shares
    Change vs previous 13F -1,326 shares

    0.37% of the 13F portfolio, value $6,682,725.

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

    • Colonial Trust Advisors: 39,642 shares
    • Colonial Trust Co / SC: 10,904 shares

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

  8. period ended2024-09-30
    13F 51,872 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $7,552,539.

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

    • Colonial Trust Advisors: 41,613 shares
    • Colonial Trust Co / SC: 10,259 shares

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