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Colonial Trust Advisors: NVS position timeline

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

Colonial Trust Advisors held 2,293 NVS 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 2,293 shares
    Change vs previous 13F -815 shares

    0.02% of the 13F portfolio, value $359,483.

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

    • Colonial Trust Advisors: 1,390 shares
    • Colonial Trust Co / SC: 903 shares

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

  2. period ended2026-03-31
    13F 3,108 shares
    Change vs previous 13F -190 shares

    0.02% of the 13F portfolio, value $474,868.

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

    • Colonial Trust Advisors: 1,436 shares
    • Colonial Trust Co / SC: 1,672 shares

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

  3. period ended2025-12-31
    13F 3,298 shares
    Change vs previous 13F -2,175 shares

    0.02% of the 13F portfolio, value $454,804.

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

    • Colonial Trust Advisors: 1,436 shares
    • Colonial Trust Co / SC: 1,862 shares

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

  4. period ended2025-09-30
    13F 5,473 shares
    Change vs previous 13F +859 shares

    0.03% of the 13F portfolio, value $701,958.

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

    • Colonial Trust Advisors: 1,873 shares
    • Colonial Trust Co / SC: 3,600 shares

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

  5. period ended2025-06-30
    13F 4,614 shares
    Change vs previous 13F -1,254 shares

    0.03% of the 13F portfolio, value $558,332.

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

    • Colonial Trust Advisors: 1,001 shares
    • Colonial Trust Co / SC: 3,613 shares

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

  6. period ended2025-03-31
    13F 5,868 shares
    Change vs previous 13F +1,779 shares

    0.04% of the 13F portfolio, value $654,118.

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

    • Colonial Trust Advisors: 2,276 shares
    • Colonial Trust Co / SC: 3,592 shares

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

  7. period ended2024-12-31
    13F 4,089 shares
    Change vs previous 13F +615 shares

    0.02% of the 13F portfolio, value $397,901.

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

    • Colonial Trust Advisors: 500 shares
    • Colonial Trust Co / SC: 3,589 shares

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

  8. period ended2024-09-30
    13F 3,474 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $399,579.

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

    • Colonial Trust Advisors: 500 shares
    • Colonial Trust Co / SC: 2,974 shares

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