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Disclosery

Colonial Trust Advisors: SHY position timeline

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

Colonial Trust Advisors held 857 SHY 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 857 shares
    Change vs previous 13F +12 shares

    <0.01% of the 13F portfolio, value $70,406.

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

    • Colonial Trust Advisors: 696 shares
    • Colonial Trust Co / SC: 161 shares

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

  2. period ended2026-03-31
    13F 845 shares
    Change vs previous 13F +56 shares

    <0.01% of the 13F portfolio, value $69,794.

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

    • Colonial Trust Advisors: 694 shares
    • Colonial Trust Co / SC: 151 shares

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

  3. period ended2025-12-31
    13F 789 shares
    Change vs previous 13F +29 shares

    <0.01% of the 13F portfolio, value $65,361.

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

    • Colonial Trust Advisors: 638 shares
    • Colonial Trust Co / SC: 151 shares

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

  4. period ended2025-09-30
    13F 760 shares
    Change vs previous 13F +36 shares

    <0.01% of the 13F portfolio, value $63,050.

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

    • Colonial Trust Advisors: 450 shares
    • Colonial Trust Co / SC: 310 shares

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

  5. period ended2025-06-30
    13F 724 shares
    Change vs previous 13F -1,002 shares

    <0.01% of the 13F portfolio, value $59,991.

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

    • Colonial Trust Advisors: 450 shares
    • Colonial Trust Co / SC: 274 shares

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

  6. period ended2025-03-31
    13F 1,726 shares
    Change vs previous 13F +1,090 shares

    0.01% of the 13F portfolio, value $142,792.

    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: 1,276 shares

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

  7. period ended2024-12-31
    13F 636 shares
    Change vs previous 13F -142 shares

    <0.01% of the 13F portfolio, value $52,139.

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

    • Colonial Trust Advisors: 450 shares
    • Colonial Trust Co / SC: 186 shares

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

  8. period ended2024-09-30
    13F 778 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $64,690.

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

    • Colonial Trust Advisors: 555 shares
    • Colonial Trust Co / SC: 223 shares

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