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Colonial Trust Advisors: IVV position timeline

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

Colonial Trust Advisors held 121,968 IVV 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 121,968 shares
    Change vs previous 13F +90 shares

    4.1% of the 13F portfolio, value $91,340,547.

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

    • Colonial Trust Advisors: 86,008 shares
    • Colonial Trust Co / SC: 35,960 shares

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

  2. period ended2026-03-31
    13F 121,878 shares
    Change vs previous 13F +4,888 shares

    3.94% of the 13F portfolio, value $79,611,533.

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

    • Colonial Trust Advisors: 85,289 shares
    • Colonial Trust Co / SC: 36,589 shares

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

  3. period ended2025-12-31
    13F 116,990 shares
    Change vs previous 13F +5,197 shares

    3.85% of the 13F portfolio, value $80,130,938.

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

    • Colonial Trust Advisors: 83,949 shares
    • Colonial Trust Co / SC: 33,041 shares

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

  4. period ended2025-09-30
    13F 111,793 shares
    Change vs previous 13F +6,698 shares

    3.67% of the 13F portfolio, value $74,822,591.

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

    • Colonial Trust Advisors: 80,695 shares
    • Colonial Trust Co / SC: 31,098 shares

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

  5. period ended2025-06-30
    13F 105,095 shares
    Change vs previous 13F +9,634 shares

    3.44% of the 13F portfolio, value $65,253,336.

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

    • Colonial Trust Advisors: 77,674 shares
    • Colonial Trust Co / SC: 27,421 shares

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

  6. period ended2025-03-31
    13F 95,461 shares
    Change vs previous 13F +4,182 shares

    3.03% of the 13F portfolio, value $53,639,634.

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

    • Colonial Trust Advisors: 70,673 shares
    • Colonial Trust Co / SC: 24,788 shares

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

  7. period ended2024-12-31
    13F 91,279 shares
    Change vs previous 13F +2,819 shares

    2.98% of the 13F portfolio, value $53,733,894.

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

    • Colonial Trust Advisors: 67,690 shares
    • Colonial Trust Co / SC: 23,589 shares

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

  8. period ended2024-09-30
    13F 88,460 shares
    Change vs previous 13F not available

    2.83% of the 13F portfolio, value $51,025,605.

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

    • Colonial Trust Advisors: 66,809 shares
    • Colonial Trust Co / SC: 21,651 shares

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