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Disclosery

Colonial Trust Advisors: ISRG position timeline

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

Colonial Trust Advisors held 723 ISRG 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 723 shares
    Change vs previous 13F +18 shares

    0.01% of the 13F portfolio, value $287,694.

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

    • Colonial Trust Advisors: 258 shares
    • Colonial Trust Co / SC: 465 shares

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

  2. period ended2026-03-31
    13F 705 shares
    Change vs previous 13F -3 shares

    0.02% of the 13F portfolio, value $325,133.

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

    • Colonial Trust Advisors: 233 shares
    • Colonial Trust Co / SC: 472 shares

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

  3. period ended2025-12-31
    13F 708 shares
    Change vs previous 13F +197 shares

    0.02% of the 13F portfolio, value $401,179.

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

    • Colonial Trust Advisors: 221 shares
    • Colonial Trust Co / SC: 487 shares

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

  4. period ended2025-09-30
    13F 511 shares
    Change vs previous 13F +40 shares

    0.01% of the 13F portfolio, value $228,615.

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

    • Colonial Trust Advisors: 157 shares
    • Colonial Trust Co / SC: 354 shares

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

  5. period ended2025-06-30
    13F 471 shares
    Change vs previous 13F +138 shares

    0.01% of the 13F portfolio, value $256,121.

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

    • Colonial Trust Advisors: 147 shares
    • Colonial Trust Co / SC: 324 shares

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

  6. period ended2025-03-31
    13F 333 shares
    Change vs previous 13F +85 shares

    0.01% of the 13F portfolio, value $164,686.

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

    • Colonial Trust Advisors: 102 shares
    • Colonial Trust Co / SC: 231 shares

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

  7. period ended2024-12-31
    13F 248 shares
    Change vs previous 13F -19 shares

    0.01% of the 13F portfolio, value $129,260.

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

    • Colonial Trust Advisors: 2 shares
    • Colonial Trust Co / SC: 246 shares

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

  8. period ended2024-09-30
    13F 267 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $130,994.

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

    • Colonial Trust Advisors: 41 shares
    • Colonial Trust Co / SC: 226 shares

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