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Colonial Trust Advisors: IWB position timeline

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

Colonial Trust Advisors held 4,119 IWB 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 4,119 shares
    Change vs previous 13F +473 shares

    0.08% of the 13F portfolio, value $1,686,585.

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

    • Colonial Trust Advisors: 3,400 shares
    • Colonial Trust Co / SC: 719 shares

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

  2. period ended2026-03-31
    13F 3,646 shares
    Change vs previous 13F -23 shares

    0.06% of the 13F portfolio, value $1,300,088.

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

    • Colonial Trust Advisors: 3,400 shares
    • Colonial Trust Co / SC: 246 shares

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

  3. period ended2025-12-31
    13F 3,669 shares
    Change vs previous 13F +13 shares

    0.07% of the 13F portfolio, value $1,369,989.

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

    • Colonial Trust Advisors: 3,400 shares
    • Colonial Trust Co / SC: 269 shares

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

  4. period ended2025-09-30
    13F 3,656 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,336,369.

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

    • Colonial Trust Advisors: 3,400 shares
    • Colonial Trust Co / SC: 256 shares

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

  5. period ended2025-06-30
    13F 3,656 shares
    Change vs previous 13F +92 shares

    0.07% of the 13F portfolio, value $1,241,630.

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

    • Colonial Trust Advisors: 3,400 shares
    • Colonial Trust Co / SC: 256 shares

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

  6. period ended2025-03-31
    13F 3,564 shares
    Change vs previous 13F +111 shares

    0.06% of the 13F portfolio, value $1,093,101.

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

    • Colonial Trust Advisors: 3,400 shares
    • Colonial Trust Co / SC: 164 shares

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

  7. period ended2024-12-31
    13F 3,453 shares
    Change vs previous 13F -2 shares

    0.06% of the 13F portfolio, value $1,112,564.

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

    • Colonial Trust Advisors: 3,400 shares
    • Colonial Trust Co / SC: 53 shares

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

  8. period ended2024-09-30
    13F 3,455 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,086,360.

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

    • Colonial Trust Advisors: 3,400 shares
    • Colonial Trust Co / SC: 55 shares

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