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Disclosery

Colonial Trust Advisors: IDV position timeline

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

Colonial Trust Advisors held 4,308 IDV 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 4,308 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $178,480.

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

    • Colonial Trust Advisors: 1,900 shares
    • Colonial Trust Co / SC: 2,408 shares

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

  2. period ended2026-03-31
    13F 4,308 shares
    Change vs previous 13F +862 shares

    0.01% of the 13F portfolio, value $183,348.

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

    • Colonial Trust Advisors: 1,900 shares
    • Colonial Trust Co / SC: 2,408 shares

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

  3. period ended2025-12-31
    13F 3,446 shares
    Change vs previous 13F +580 shares

    0.01% of the 13F portfolio, value $136,238.

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

    • Colonial Trust Advisors: 1,900 shares
    • Colonial Trust Co / SC: 1,546 shares

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

  4. period ended2025-09-30
    13F 2,866 shares
    Change vs previous 13F -776 shares

    0.01% of the 13F portfolio, value $102,140.

    13F-HR 0001398344-25-020619 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,320 shares
    • Colonial Trust Co / SC: 1,546 shares

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

  5. period ended2025-06-30
    13F 3,642 shares
    Change vs previous 13F -243 shares

    0.01% of the 13F portfolio, value $125,686.

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

    • Colonial Trust Advisors: 1,521 shares
    • Colonial Trust Co / SC: 2,121 shares

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

  6. period ended2025-03-31
    13F 3,885 shares
    Change vs previous 13F +219 shares

    0.01% of the 13F portfolio, value $120,513.

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

    • Colonial Trust Advisors: 1,529 shares
    • Colonial Trust Co / SC: 2,356 shares

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

  7. period ended2024-12-31
    13F 3,666 shares
    Change vs previous 13F +1,697 shares

    0.01% of the 13F portfolio, value $100,375.

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

    • Colonial Trust Advisors: 1,529 shares
    • Colonial Trust Co / SC: 2,137 shares

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

  8. period ended2024-09-30
    13F 1,969 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $59,523.

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

    • Colonial Trust Advisors: 1,529 shares
    • Colonial Trust Co / SC: 440 shares

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