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Colonial Trust Advisors: IQLT position timeline

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

Colonial Trust Advisors held 446,438 IQLT 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 446,438 shares
    Change vs previous 13F +15,815 shares

    0.99% of the 13F portfolio, value $22,120,985.

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

    • Colonial Trust Advisors: 305,401 shares
    • Colonial Trust Co / SC: 141,037 shares

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

  2. period ended2026-03-31
    13F 430,623 shares
    Change vs previous 13F +49,354 shares

    0.98% of the 13F portfolio, value $19,907,707.

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

    • Colonial Trust Advisors: 293,336 shares
    • Colonial Trust Co / SC: 137,287 shares

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

  3. period ended2025-12-31
    13F 381,269 shares
    Change vs previous 13F +23,435 shares

    0.83% of the 13F portfolio, value $17,328,659.

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

    • Colonial Trust Advisors: 254,964 shares
    • Colonial Trust Co / SC: 126,305 shares

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

  4. period ended2025-09-30
    13F 357,834 shares
    Change vs previous 13F +19,529 shares

    0.77% of the 13F portfolio, value $15,812,709.

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

    • Colonial Trust Advisors: 233,575 shares
    • Colonial Trust Co / SC: 124,259 shares

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

  5. period ended2025-06-30
    13F 338,305 shares
    Change vs previous 13F +33,049 shares

    0.77% of the 13F portfolio, value $14,621,565.

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

    • Colonial Trust Advisors: 218,079 shares
    • Colonial Trust Co / SC: 120,226 shares

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

  6. period ended2025-03-31
    13F 305,256 shares
    Change vs previous 13F +36,513 shares

    0.69% of the 13F portfolio, value $12,115,614.

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

    • Colonial Trust Advisors: 194,361 shares
    • Colonial Trust Co / SC: 110,895 shares

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

  7. period ended2024-12-31
    13F 268,743 shares
    Change vs previous 13F +9,953 shares

    0.55% of the 13F portfolio, value $9,975,743.

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

    • Colonial Trust Advisors: 167,663 shares
    • Colonial Trust Co / SC: 101,080 shares

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

  8. period ended2024-09-30
    13F 258,790 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $10,737,214.

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

    • Colonial Trust Advisors: 168,644 shares
    • Colonial Trust Co / SC: 90,146 shares

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