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Disclosery

Colonial Trust Advisors: ISTB position timeline

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

Colonial Trust Advisors held 9,450 ISTB 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 9,450 shares
    Change vs previous 13F -554 shares

    0.02% of the 13F portfolio, value $455,962.

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

    • Colonial Trust Advisors: 6,249 shares
    • Colonial Trust Co / SC: 3,201 shares

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

  2. period ended2026-03-31
    13F 10,004 shares
    Change vs previous 13F +158 shares

    0.02% of the 13F portfolio, value $484,817.

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

    • Colonial Trust Advisors: 6,553 shares
    • Colonial Trust Co / SC: 3,451 shares

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

  3. period ended2025-12-31
    13F 9,846 shares
    Change vs previous 13F -6,521 shares

    0.02% of the 13F portfolio, value $479,992.

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

    • Colonial Trust Advisors: 6,395 shares
    • Colonial Trust Co / SC: 3,451 shares

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

  4. period ended2025-09-30
    13F 16,367 shares
    Change vs previous 13F -3,531 shares

    0.04% of the 13F portfolio, value $799,366.

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

    • Colonial Trust Advisors: 6,927 shares
    • Colonial Trust Co / SC: 9,440 shares

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

  5. period ended2025-06-30
    13F 19,898 shares
    Change vs previous 13F -2,704 shares

    0.05% of the 13F portfolio, value $968,053.

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

    • Colonial Trust Advisors: 10,008 shares
    • Colonial Trust Co / SC: 9,890 shares

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

  6. period ended2025-03-31
    13F 22,602 shares
    Change vs previous 13F -1,138 shares

    0.06% of the 13F portfolio, value $1,092,788.

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

    • Colonial Trust Advisors: 11,442 shares
    • Colonial Trust Co / SC: 11,160 shares

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

  7. period ended2024-12-31
    13F 23,740 shares
    Change vs previous 13F -3,022 shares

    0.06% of the 13F portfolio, value $1,134,067.

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

    • Colonial Trust Advisors: 11,998 shares
    • Colonial Trust Co / SC: 11,742 shares

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

  8. period ended2024-09-30
    13F 26,762 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,302,788.

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

    • Colonial Trust Advisors: 12,630 shares
    • Colonial Trust Co / SC: 14,132 shares

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