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Colonial Trust Advisors: IGV position timeline

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

Colonial Trust Advisors held 33,616 IGV 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 33,616 shares
    Change vs previous 13F -1,140 shares

    0.14% of the 13F portfolio, value $3,045,616.

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

    • Colonial Trust Advisors: 18,561 shares
    • Colonial Trust Co / SC: 15,055 shares

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

  2. period ended2026-03-31
    13F 34,756 shares
    Change vs previous 13F +29,401 shares

    0.14% of the 13F portfolio, value $2,782,218.

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

    • Colonial Trust Advisors: 18,999 shares
    • Colonial Trust Co / SC: 15,757 shares

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

  3. period ended2025-12-31
    13F 5,355 shares
    Change vs previous 13F -675 shares

    0.03% of the 13F portfolio, value $565,970.

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

    • Colonial Trust Advisors: 3,675 shares
    • Colonial Trust Co / SC: 1,680 shares

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

  4. period ended2025-09-30
    13F 6,030 shares
    Change vs previous 13F -575 shares

    0.03% of the 13F portfolio, value $693,511.

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

    • Colonial Trust Advisors: 3,675 shares
    • Colonial Trust Co / SC: 2,355 shares

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

  5. period ended2025-06-30
    13F 6,605 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $723,249.

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

    • Colonial Trust Advisors: 4,050 shares
    • Colonial Trust Co / SC: 2,555 shares

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

  6. period ended2025-03-31
    13F 6,605 shares
    Change vs previous 13F -1,576 shares

    0.03% of the 13F portfolio, value $587,779.

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

    • Colonial Trust Advisors: 4,050 shares
    • Colonial Trust Co / SC: 2,555 shares

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

  7. period ended2024-12-31
    13F 8,181 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $819,081.

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

    • Colonial Trust Advisors: 5,751 shares
    • Colonial Trust Co / SC: 2,430 shares

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

  8. period ended2024-09-30
    13F 8,181 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $731,135.

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

    • Colonial Trust Advisors: 5,751 shares
    • Colonial Trust Co / SC: 2,430 shares

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