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Disclosery

Colonial Trust Advisors: ITRI position timeline

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

Colonial Trust Advisors held 150 ITRI 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 150 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $12,980.

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

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

  2. period ended2026-03-31
    13F 150 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $13,445.

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

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

  3. period ended2025-12-31
    13F 150 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $13,929.

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

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

  4. period ended2025-09-30
    13F 150 shares
    Change vs previous 13F -50 shares

    <0.01% of the 13F portfolio, value $18,684.

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

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

  5. period ended2025-06-30
    13F 200 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $26,326.

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

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

  6. period ended2025-03-31
    13F 200 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $20,952.

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

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

  7. period ended2024-12-31
    13F 200 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $21,716.

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

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