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Disclosery

Colonial Trust Advisors: SDY position timeline

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

Colonial Trust Advisors held 2,335 SDY 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 2,335 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $355,368.

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

    • Colonial Trust Advisors: 227 shares
    • Colonial Trust Co / SC: 2,108 shares

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

  2. period ended2026-03-31
    13F 2,334 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $340,585.

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

    • Colonial Trust Advisors: 226 shares
    • Colonial Trust Co / SC: 2,108 shares

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

  3. period ended2025-12-31
    13F 2,332 shares
    Change vs previous 13F +1 shares

    0.02% of the 13F portfolio, value $324,574.

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

    • Colonial Trust Advisors: 224 shares
    • Colonial Trust Co / SC: 2,108 shares

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

  4. period ended2025-09-30
    13F 2,331 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $326,422.

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

    • Colonial Trust Advisors: 223 shares
    • Colonial Trust Co / SC: 2,108 shares

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

  5. period ended2025-06-30
    13F 2,329 shares
    Change vs previous 13F +1,519 shares

    0.02% of the 13F portfolio, value $316,165.

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

    • Colonial Trust Advisors: 221 shares
    • Colonial Trust Co / SC: 2,108 shares

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

  6. period ended2025-03-31
    13F 810 shares
    Change vs previous 13F -1,450 shares

    0.01% of the 13F portfolio, value $109,881.

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

    • Colonial Trust Advisors: 220 shares
    • Colonial Trust Co / SC: 590 shares

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

  7. period ended2024-12-31
    13F 2,260 shares
    Change vs previous 13F +202 shares

    0.02% of the 13F portfolio, value $298,483.

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

    • Colonial Trust Advisors: 219 shares
    • Colonial Trust Co / SC: 2,041 shares

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

  8. period ended2024-09-30
    13F 2,058 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $292,318.

    13F-HR 0001398344-24-020483 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).