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Disclosery

Colonial Trust Advisors: SHYG position timeline

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

Colonial Trust Advisors held 3,935 SHYG 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 3,935 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $166,883.

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

    • Colonial Trust Advisors: 1,735 shares
    • Colonial Trust Co / SC: 2,200 shares

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

  2. period ended2026-03-31
    13F 3,935 shares
    Change vs previous 13F -120 shares

    0.01% of the 13F portfolio, value $166,490.

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

    • Colonial Trust Advisors: 1,735 shares
    • Colonial Trust Co / SC: 2,200 shares

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

  3. period ended2025-12-31
    13F 4,055 shares
    Change vs previous 13F -2,500 shares

    0.01% of the 13F portfolio, value $173,837.

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

    • Colonial Trust Advisors: 1,735 shares
    • Colonial Trust Co / SC: 2,320 shares

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

  4. period ended2025-09-30
    13F 6,555 shares
    Change vs previous 13F -1,315 shares

    0.01% of the 13F portfolio, value $283,832.

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

    • Colonial Trust Advisors: 1,735 shares
    • Colonial Trust Co / SC: 4,820 shares

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

  5. period ended2025-06-30
    13F 7,870 shares
    Change vs previous 13F -275 shares

    0.02% of the 13F portfolio, value $339,512.

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

    • Colonial Trust Advisors: 2,050 shares
    • Colonial Trust Co / SC: 5,820 shares

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

  6. period ended2025-03-31
    13F 8,145 shares
    Change vs previous 13F -347 shares

    0.02% of the 13F portfolio, value $346,325.

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

    • Colonial Trust Advisors: 2,325 shares
    • Colonial Trust Co / SC: 5,820 shares

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

  7. period ended2024-12-31
    13F 8,492 shares
    Change vs previous 13F -688 shares

    0.02% of the 13F portfolio, value $361,844.

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

    • Colonial Trust Advisors: 2,325 shares
    • Colonial Trust Co / SC: 6,167 shares

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

  8. period ended2024-09-30
    13F 9,180 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $398,596.

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

    • Colonial Trust Advisors: 2,475 shares
    • Colonial Trust Co / SC: 6,705 shares

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