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Colonial Trust Advisors: IWF position timeline

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

Colonial Trust Advisors held 24,593 IWF 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 24,593 shares
    Change vs previous 13F +17,590 shares

    0.14% of the 13F portfolio, value $3,053,734.

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

    • Colonial Trust Advisors: 5,134 shares
    • Colonial Trust Co / SC: 19,459 shares

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

  2. period ended2026-03-31
    13F 7,003 shares
    Change vs previous 13F -52 shares

    0.15% of the 13F portfolio, value $2,986,106.

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

    • Colonial Trust Advisors: 1,296 shares
    • Colonial Trust Co / SC: 5,707 shares

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

  3. period ended2025-12-31
    13F 7,055 shares
    Change vs previous 13F -69 shares

    0.16% of the 13F portfolio, value $3,338,952.

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

    • Colonial Trust Advisors: 1,318 shares
    • Colonial Trust Co / SC: 5,737 shares

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

  4. period ended2025-09-30
    13F 7,124 shares
    Change vs previous 13F -28 shares

    0.16% of the 13F portfolio, value $3,337,178.

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

    • Colonial Trust Advisors: 1,318 shares
    • Colonial Trust Co / SC: 5,806 shares

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

  5. period ended2025-06-30
    13F 7,152 shares
    Change vs previous 13F +238 shares

    0.16% of the 13F portfolio, value $3,036,661.

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

    • Colonial Trust Advisors: 1,326 shares
    • Colonial Trust Co / SC: 5,826 shares

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

  6. period ended2025-03-31
    13F 6,914 shares
    Change vs previous 13F -18 shares

    0.14% of the 13F portfolio, value $2,496,525.

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

    • Colonial Trust Advisors: 1,352 shares
    • Colonial Trust Co / SC: 5,562 shares

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

  7. period ended2024-12-31
    13F 6,932 shares
    Change vs previous 13F +45 shares

    0.15% of the 13F portfolio, value $2,783,832.

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

    • Colonial Trust Advisors: 1,352 shares
    • Colonial Trust Co / SC: 5,580 shares

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

  8. period ended2024-09-30
    13F 6,887 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,585,361.

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

    • Colonial Trust Advisors: 1,352 shares
    • Colonial Trust Co / SC: 5,535 shares

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