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Colonial Trust Advisors: IVW position timeline

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

Colonial Trust Advisors held 5,282 IVW 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 5,282 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $726,384.

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

    • Colonial Trust Advisors: 3,143 shares
    • Colonial Trust Co / SC: 2,139 shares

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

  2. period ended2026-03-31
    13F 5,281 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $597,369.

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

    • Colonial Trust Advisors: 3,142 shares
    • Colonial Trust Co / SC: 2,139 shares

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

  3. period ended2025-12-31
    13F 5,281 shares
    Change vs previous 13F -30 shares

    0.03% of the 13F portfolio, value $650,936.

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

    • Colonial Trust Advisors: 3,142 shares
    • Colonial Trust Co / SC: 2,139 shares

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

  4. period ended2025-09-30
    13F 5,311 shares
    Change vs previous 13F -63 shares

    0.03% of the 13F portfolio, value $641,098.

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

    • Colonial Trust Advisors: 3,172 shares
    • Colonial Trust Co / SC: 2,139 shares

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

  5. period ended2025-06-30
    13F 5,374 shares
    Change vs previous 13F -100 shares

    0.03% of the 13F portfolio, value $591,697.

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

    • Colonial Trust Advisors: 3,201 shares
    • Colonial Trust Co / SC: 2,173 shares

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

  6. period ended2025-03-31
    13F 5,474 shares
    Change vs previous 13F -300 shares

    0.03% of the 13F portfolio, value $508,129.

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

    • Colonial Trust Advisors: 3,301 shares
    • Colonial Trust Co / SC: 2,173 shares

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

  7. period ended2024-12-31
    13F 5,774 shares
    Change vs previous 13F -82 shares

    0.03% of the 13F portfolio, value $586,193.

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

    • Colonial Trust Advisors: 3,556 shares
    • Colonial Trust Co / SC: 2,218 shares

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

  8. period ended2024-09-30
    13F 5,856 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $560,695.

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

    • Colonial Trust Advisors: 3,514 shares
    • Colonial Trust Co / SC: 2,342 shares

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