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Colonial Trust Advisors: IWM position timeline

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

Colonial Trust Advisors held 5,710 IWM 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 5,710 shares
    Change vs previous 13F -42 shares

    0.08% of the 13F portfolio, value $1,715,570.

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

    • Colonial Trust Advisors: 3,839 shares
    • Colonial Trust Co / SC: 1,871 shares

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

  2. period ended2026-03-31
    13F 5,752 shares
    Change vs previous 13F +9 shares

    0.07% of the 13F portfolio, value $1,426,446.

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

    • Colonial Trust Advisors: 3,846 shares
    • Colonial Trust Co / SC: 1,906 shares

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

  3. period ended2025-12-31
    13F 5,743 shares
    Change vs previous 13F +339 shares

    0.07% of the 13F portfolio, value $1,413,801.

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

    • Colonial Trust Advisors: 3,846 shares
    • Colonial Trust Co / SC: 1,897 shares

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

  4. period ended2025-09-30
    13F 5,404 shares
    Change vs previous 13F -7 shares

    0.06% of the 13F portfolio, value $1,307,633.

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

    • Colonial Trust Advisors: 3,507 shares
    • Colonial Trust Co / SC: 1,897 shares

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

  5. period ended2025-06-30
    13F 5,411 shares
    Change vs previous 13F -3,333 shares

    0.06% of the 13F portfolio, value $1,167,696.

    13F-HR 0001398344-25-015189 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: 1,897 shares

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

  6. period ended2025-03-31
    13F 8,744 shares
    Change vs previous 13F +3,186 shares

    0.1% of the 13F portfolio, value $1,744,285.

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

    • Colonial Trust Advisors: 6,702 shares
    • Colonial Trust Co / SC: 2,042 shares

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

  7. period ended2024-12-31
    13F 5,558 shares
    Change vs previous 13F +31 shares

    0.07% of the 13F portfolio, value $1,228,002.

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

    • Colonial Trust Advisors: 3,630 shares
    • Colonial Trust Co / SC: 1,928 shares

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

  8. period ended2024-09-30
    13F 5,527 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,220,870.

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

    • Colonial Trust Advisors: 3,630 shares
    • Colonial Trust Co / SC: 1,897 shares

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