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Disclosery

Colonial Trust Advisors: IWS position timeline

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

Colonial Trust Advisors held 3,515 IWS 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 3,515 shares
    Change vs previous 13F -66 shares

    0.03% of the 13F portfolio, value $578,569.

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

    • Colonial Trust Advisors: 450 shares
    • Colonial Trust Co / SC: 3,065 shares

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

  2. period ended2026-03-31
    13F 3,581 shares
    Change vs previous 13F -271 shares

    0.03% of the 13F portfolio, value $521,895.

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

    • Colonial Trust Advisors: 450 shares
    • Colonial Trust Co / SC: 3,131 shares

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

  3. period ended2025-12-31
    13F 3,852 shares
    Change vs previous 13F -13 shares

    0.03% of the 13F portfolio, value $543,325.

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

    • Colonial Trust Advisors: 450 shares
    • Colonial Trust Co / SC: 3,402 shares

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

  4. period ended2025-09-30
    13F 3,865 shares
    Change vs previous 13F -211 shares

    0.03% of the 13F portfolio, value $539,825.

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

    • Colonial Trust Advisors: 450 shares
    • Colonial Trust Co / SC: 3,415 shares

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

  5. period ended2025-06-30
    13F 4,076 shares
    Change vs previous 13F -1,563 shares

    0.03% of the 13F portfolio, value $538,645.

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

    • Colonial Trust Advisors: 450 shares
    • Colonial Trust Co / SC: 3,626 shares

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

  6. period ended2025-03-31
    13F 5,639 shares
    Change vs previous 13F -272 shares

    0.04% of the 13F portfolio, value $710,386.

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

    • Colonial Trust Advisors: 450 shares
    • Colonial Trust Co / SC: 5,189 shares

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

  7. period ended2024-12-31
    13F 5,911 shares
    Change vs previous 13F -211 shares

    0.04% of the 13F portfolio, value $764,570.

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

    • Colonial Trust Advisors: 450 shares
    • Colonial Trust Co / SC: 5,461 shares

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

  8. period ended2024-09-30
    13F 6,122 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $809,677.

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

    • Colonial Trust Advisors: 450 shares
    • Colonial Trust Co / SC: 5,672 shares

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