Skip to content
Disclosery

Colonial Trust Advisors: IQV position timeline

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

Colonial Trust Advisors held 63 IQV 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 63 shares
    Change vs previous 13F -150 shares

    <0.01% of the 13F portfolio, value $12,173.

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

    • Colonial Trust Advisors: 0 shares
    • Colonial Trust Co / SC: 63 shares

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

  2. period ended2026-03-31
    13F 213 shares
    Change vs previous 13F -46 shares

    <0.01% of the 13F portfolio, value $36,325.

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

    • Colonial Trust Advisors: 150 shares
    • Colonial Trust Co / SC: 63 shares

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

  3. period ended2025-12-31
    13F 259 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $58,382.

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

    • Colonial Trust Advisors: 150 shares
    • Colonial Trust Co / SC: 109 shares

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

  4. period ended2025-09-30
    13F 259 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $49,194.

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

    • Colonial Trust Advisors: 150 shares
    • Colonial Trust Co / SC: 109 shares

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

  5. period ended2025-06-30
    13F 259 shares
    Change vs previous 13F -527 shares

    <0.01% of the 13F portfolio, value $40,816.

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

    • Colonial Trust Advisors: 150 shares
    • Colonial Trust Co / SC: 109 shares

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

  6. period ended2025-03-31
    13F 786 shares
    Change vs previous 13F -159 shares

    0.01% of the 13F portfolio, value $138,572.

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

    • Colonial Trust Advisors: 450 shares
    • Colonial Trust Co / SC: 336 shares

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

  7. period ended2024-12-31
    13F 945 shares
    Change vs previous 13F +154 shares

    0.01% of the 13F portfolio, value $185,702.

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

    • Colonial Trust Advisors: 450 shares
    • Colonial Trust Co / SC: 495 shares

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

  8. period ended2024-09-30
    13F 791 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $187,444.

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

    • Colonial Trust Advisors: 450 shares
    • Colonial Trust Co / SC: 341 shares

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