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Colonial Trust Advisors: IJR position timeline

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

Colonial Trust Advisors held 85,977 IJR 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 85,977 shares
    Change vs previous 13F +4,284 shares

    0.57% of the 13F portfolio, value $12,751,148.

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

    • Colonial Trust Advisors: 48,794 shares
    • Colonial Trust Co / SC: 37,183 shares

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

  2. period ended2026-03-31
    13F 81,693 shares
    Change vs previous 13F +4,660 shares

    0.5% of the 13F portfolio, value $10,155,197.

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

    • Colonial Trust Advisors: 45,149 shares
    • Colonial Trust Co / SC: 36,544 shares

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

  3. period ended2025-12-31
    13F 77,033 shares
    Change vs previous 13F +2,846 shares

    0.45% of the 13F portfolio, value $9,257,719.

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

    • Colonial Trust Advisors: 40,663 shares
    • Colonial Trust Co / SC: 36,370 shares

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

  4. period ended2025-09-30
    13F 74,187 shares
    Change vs previous 13F +5,100 shares

    0.43% of the 13F portfolio, value $8,815,633.

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

    • Colonial Trust Advisors: 39,770 shares
    • Colonial Trust Co / SC: 34,417 shares

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

  5. period ended2025-06-30
    13F 69,087 shares
    Change vs previous 13F -8,550 shares

    0.4% of the 13F portfolio, value $7,550,479.

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

    • Colonial Trust Advisors: 36,236 shares
    • Colonial Trust Co / SC: 32,851 shares

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

  6. period ended2025-03-31
    13F 77,637 shares
    Change vs previous 13F -1,269 shares

    0.46% of the 13F portfolio, value $8,118,491.

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

    • Colonial Trust Advisors: 42,454 shares
    • Colonial Trust Co / SC: 35,183 shares

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

  7. period ended2024-12-31
    13F 78,906 shares
    Change vs previous 13F +11,738 shares

    0.5% of the 13F portfolio, value $9,091,542.

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

    • Colonial Trust Advisors: 41,554 shares
    • Colonial Trust Co / SC: 37,352 shares

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

  8. period ended2024-09-30
    13F 67,168 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $7,855,942.

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

    • Colonial Trust Advisors: 35,824 shares
    • Colonial Trust Co / SC: 31,344 shares

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