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Disclosery

Colonial Trust Advisors: IWP position timeline

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

Colonial Trust Advisors held 5,426 IWP 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 5,426 shares
    Change vs previous 13F -35 shares

    0.04% of the 13F portfolio, value $794,409.

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

    • Colonial Trust Advisors: 800 shares
    • Colonial Trust Co / SC: 4,626 shares

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

  2. period ended2026-03-31
    13F 5,461 shares
    Change vs previous 13F -24 shares

    0.03% of the 13F portfolio, value $699,653.

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

    • Colonial Trust Advisors: 800 shares
    • Colonial Trust Co / SC: 4,661 shares

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

  3. period ended2025-12-31
    13F 5,485 shares
    Change vs previous 13F -38 shares

    0.04% of the 13F portfolio, value $751,105.

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

    • Colonial Trust Advisors: 800 shares
    • Colonial Trust Co / SC: 4,685 shares

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

  4. period ended2025-09-30
    13F 5,523 shares
    Change vs previous 13F -52 shares

    0.04% of the 13F portfolio, value $786,519.

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

    • Colonial Trust Advisors: 800 shares
    • Colonial Trust Co / SC: 4,723 shares

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

  5. period ended2025-06-30
    13F 5,575 shares
    Change vs previous 13F -1,492 shares

    0.04% of the 13F portfolio, value $773,130.

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

    • Colonial Trust Advisors: 812 shares
    • Colonial Trust Co / SC: 4,763 shares

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

  6. period ended2025-03-31
    13F 7,067 shares
    Change vs previous 13F -126 shares

    0.05% of the 13F portfolio, value $830,292.

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

    • Colonial Trust Advisors: 800 shares
    • Colonial Trust Co / SC: 6,267 shares

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

  7. period ended2024-12-31
    13F 7,193 shares
    Change vs previous 13F -18 shares

    0.05% of the 13F portfolio, value $911,703.

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

    • Colonial Trust Advisors: 800 shares
    • Colonial Trust Co / SC: 6,393 shares

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

  8. period ended2024-09-30
    13F 7,211 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $845,769.

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

    • Colonial Trust Advisors: 800 shares
    • Colonial Trust Co / SC: 6,411 shares

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