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Colonial Trust Advisors: IEMG position timeline

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

Colonial Trust Advisors held 35,856 IEMG 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 35,856 shares
    Change vs previous 13F +4,651 shares

    0.13% of the 13F portfolio, value $2,970,331.

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

    • Colonial Trust Advisors: 173 shares
    • Colonial Trust Co / SC: 35,683 shares

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

  2. period ended2026-03-31
    13F 31,205 shares
    Change vs previous 13F +4,316 shares

    0.11% of the 13F portfolio, value $2,176,566.

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

    • Colonial Trust Advisors: 173 shares
    • Colonial Trust Co / SC: 31,032 shares

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

  3. period ended2025-12-31
    13F 26,889 shares
    Change vs previous 13F +2,330 shares

    0.09% of the 13F portfolio, value $1,807,462.

    13F-HR 0001398344-26-002826 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 174 shares
    • Colonial Trust Co / SC: 26,715 shares

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

  4. period ended2025-09-30
    13F 24,559 shares
    Change vs previous 13F +4,132 shares

    0.08% of the 13F portfolio, value $1,618,913.

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

    • Colonial Trust Advisors: 200 shares
    • Colonial Trust Co / SC: 24,359 shares

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

  5. period ended2025-06-30
    13F 20,427 shares
    Change vs previous 13F -838 shares

    0.06% of the 13F portfolio, value $1,226,218.

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

    • Colonial Trust Advisors: 200 shares
    • Colonial Trust Co / SC: 20,227 shares

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

  6. period ended2025-03-31
    13F 21,265 shares
    Change vs previous 13F +6,251 shares

    0.06% of the 13F portfolio, value $1,147,658.

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

    • Colonial Trust Advisors: 200 shares
    • Colonial Trust Co / SC: 21,065 shares

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

  7. period ended2024-12-31
    13F 15,014 shares
    Change vs previous 13F +138 shares

    0.04% of the 13F portfolio, value $784,018.

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

    • Colonial Trust Advisors: 200 shares
    • Colonial Trust Co / SC: 14,814 shares

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

  8. period ended2024-09-30
    13F 14,876 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $854,016.

    13F-HR 0001398344-24-020483 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 200 shares
    • Colonial Trust Co / SC: 14,676 shares

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