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Colonial Trust Advisors: ITOT position timeline

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

Colonial Trust Advisors held 5,246 ITOT 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 5,246 shares
    Change vs previous 13F -135 shares

    0.04% of the 13F portfolio, value $861,761.

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

    • Colonial Trust Advisors: 1,825 shares
    • Colonial Trust Co / SC: 3,421 shares

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

  2. period ended2026-03-31
    13F 5,381 shares
    Change vs previous 13F +130 shares

    0.04% of the 13F portfolio, value $766,416.

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

    • Colonial Trust Advisors: 1,825 shares
    • Colonial Trust Co / SC: 3,556 shares

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

  3. period ended2025-12-31
    13F 5,251 shares
    Change vs previous 13F -100 shares

    0.04% of the 13F portfolio, value $780,771.

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

    • Colonial Trust Advisors: 1,825 shares
    • Colonial Trust Co / SC: 3,426 shares

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

  4. period ended2025-09-30
    13F 5,351 shares
    Change vs previous 13F -100 shares

    0.04% of the 13F portfolio, value $779,373.

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

    • Colonial Trust Advisors: 1,825 shares
    • Colonial Trust Co / SC: 3,526 shares

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

  5. period ended2025-06-30
    13F 5,451 shares
    Change vs previous 13F +1,016 shares

    0.04% of the 13F portfolio, value $736,103.

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

    • Colonial Trust Advisors: 1,925 shares
    • Colonial Trust Co / SC: 3,526 shares

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

  6. period ended2025-03-31
    13F 4,435 shares
    Change vs previous 13F +77 shares

    0.03% of the 13F portfolio, value $541,114.

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

    • Colonial Trust Advisors: 1,925 shares
    • Colonial Trust Co / SC: 2,510 shares

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

  7. period ended2024-12-31
    13F 4,358 shares
    Change vs previous 13F +339 shares

    0.03% of the 13F portfolio, value $560,526.

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

    • Colonial Trust Advisors: 1,925 shares
    • Colonial Trust Co / SC: 2,433 shares

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

  8. period ended2024-09-30
    13F 4,019 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $504,867.

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

    • Colonial Trust Advisors: 1,925 shares
    • Colonial Trust Co / SC: 2,094 shares

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