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Disclosery

Colonial Trust Advisors: IWD position timeline

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

Colonial Trust Advisors held 6,490 IWD 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 6,490 shares
    Change vs previous 13F -391 shares

    0.07% of the 13F portfolio, value $1,573,272.

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

    • Colonial Trust Advisors: 99 shares
    • Colonial Trust Co / SC: 6,391 shares

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

  2. period ended2026-03-31
    13F 6,881 shares
    Change vs previous 13F -113 shares

    0.07% of the 13F portfolio, value $1,470,263.

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

    • Colonial Trust Advisors: 99 shares
    • Colonial Trust Co / SC: 6,782 shares

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

  3. period ended2025-12-31
    13F 6,994 shares
    Change vs previous 13F -48 shares

    0.07% of the 13F portfolio, value $1,471,031.

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

    • Colonial Trust Advisors: 99 shares
    • Colonial Trust Co / SC: 6,895 shares

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

  4. period ended2025-09-30
    13F 7,042 shares
    Change vs previous 13F -76 shares

    0.07% of the 13F portfolio, value $1,433,680.

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

    • Colonial Trust Advisors: 99 shares
    • Colonial Trust Co / SC: 6,943 shares

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

  5. period ended2025-06-30
    13F 7,118 shares
    Change vs previous 13F -1,382 shares

    0.07% of the 13F portfolio, value $1,382,473.

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

    • Colonial Trust Advisors: 147 shares
    • Colonial Trust Co / SC: 6,971 shares

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

  6. period ended2025-03-31
    13F 8,500 shares
    Change vs previous 13F -235 shares

    0.09% of the 13F portfolio, value $1,599,360.

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

    • Colonial Trust Advisors: 169 shares
    • Colonial Trust Co / SC: 8,331 shares

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

  7. period ended2024-12-31
    13F 8,735 shares
    Change vs previous 13F +114 shares

    0.09% of the 13F portfolio, value $1,617,111.

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

    • Colonial Trust Advisors: 169 shares
    • Colonial Trust Co / SC: 8,566 shares

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

  8. period ended2024-09-30
    13F 8,621 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,636,266.

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

    • Colonial Trust Advisors: 169 shares
    • Colonial Trust Co / SC: 8,452 shares

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