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Colonial Trust Advisors: IWR position timeline

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

Colonial Trust Advisors held 10,275 IWR 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 10,275 shares
    Change vs previous 13F +219 shares

    0.05% of the 13F portfolio, value $1,133,538.

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

    • Colonial Trust Advisors: 5,450 shares
    • Colonial Trust Co / SC: 4,825 shares

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

  2. period ended2026-03-31
    13F 10,056 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $977,745.

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

    • Colonial Trust Advisors: 5,231 shares
    • Colonial Trust Co / SC: 4,825 shares

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

  3. period ended2025-12-31
    13F 10,056 shares
    Change vs previous 13F +500 shares

    0.05% of the 13F portfolio, value $968,091.

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

    • Colonial Trust Advisors: 5,231 shares
    • Colonial Trust Co / SC: 4,825 shares

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

  4. period ended2025-09-30
    13F 9,556 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $922,632.

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

    • Colonial Trust Advisors: 4,731 shares
    • Colonial Trust Co / SC: 4,825 shares

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

  5. period ended2025-06-30
    13F 9,556 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $878,865.

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

    • Colonial Trust Advisors: 4,731 shares
    • Colonial Trust Co / SC: 4,825 shares

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

  6. period ended2025-03-31
    13F 9,556 shares
    Change vs previous 13F -569 shares

    0.05% of the 13F portfolio, value $812,929.

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

    • Colonial Trust Advisors: 4,731 shares
    • Colonial Trust Co / SC: 4,825 shares

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

  7. period ended2024-12-31
    13F 10,125 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $895,050.

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

    • Colonial Trust Advisors: 5,300 shares
    • Colonial Trust Co / SC: 4,825 shares

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

  8. period ended2024-09-30
    13F 10,125 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $892,418.

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

    • Colonial Trust Advisors: 5,300 shares
    • Colonial Trust Co / SC: 4,825 shares

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