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Disclosery

Colonial Trust Advisors: IYK position timeline

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

Colonial Trust Advisors held 450 IYK 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 450 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $32,697.

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

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

  2. period ended2026-03-31
    13F 450 shares
    Change vs previous 13F -144 shares

    <0.01% of the 13F portfolio, value $31,514.

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

    • Colonial Trust Advisors: 0 shares
    • Colonial Trust Co / SC: 450 shares

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

  3. period ended2025-12-31
    13F 594 shares
    Change vs previous 13F -423 shares

    <0.01% of the 13F portfolio, value $39,750.

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

    • Colonial Trust Advisors: 144 shares
    • Colonial Trust Co / SC: 450 shares

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

  4. period ended2025-09-30
    13F 1,017 shares
    Change vs previous 13F -387 shares

    <0.01% of the 13F portfolio, value $69,574.

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

    • Colonial Trust Advisors: 567 shares
    • Colonial Trust Co / SC: 450 shares

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

  5. period ended2025-06-30
    13F 1,404 shares
    Change vs previous 13F -449 shares

    0.01% of the 13F portfolio, value $98,937.

    13F-HR 0001398344-25-015189 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 954 shares
    • Colonial Trust Co / SC: 450 shares

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

  6. period ended2025-03-31
    13F 1,853 shares
    Change vs previous 13F -33 shares

    0.01% of the 13F portfolio, value $132,602.

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

    • Colonial Trust Advisors: 1,403 shares
    • Colonial Trust Co / SC: 450 shares

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

  7. period ended2024-12-31
    13F 1,886 shares
    Change vs previous 13F -468 shares

    0.01% of the 13F portfolio, value $123,696.

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

    • Colonial Trust Advisors: 1,436 shares
    • Colonial Trust Co / SC: 450 shares

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

  8. period ended2024-09-30
    13F 2,354 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $166,152.

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

    • Colonial Trust Advisors: 1,904 shares
    • Colonial Trust Co / SC: 450 shares

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