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Disclosery

Colonial Trust Advisors: IEF position timeline

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

Colonial Trust Advisors held 608 IEF 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 608 shares
    Change vs previous 13F -48 shares

    0.01% of the 13F portfolio, value $57,499.

    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 656 shares
    Change vs previous 13F -57 shares

    0.01% of the 13F portfolio, value $62,609.

    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 713 shares
    Change vs previous 13F -224 shares

    0.01% of the 13F portfolio, value $68,562.

    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 937 shares
    Change vs previous 13F -9 shares

    0.01% of the 13F portfolio, value $90,383.

    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 946 shares
    Change vs previous 13F +38 shares

    0.01% of the 13F portfolio, value $90,598.

    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 908 shares
    Change vs previous 13F -122 shares

    0.01% of the 13F portfolio, value $86,596.

    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 1,030 shares
    Change vs previous 13F +52 shares

    0.01% of the 13F portfolio, value $95,224.

    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 978 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $95,961.

    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).