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Disclosery

Colonial Trust Advisors: SPYD position timeline

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

Colonial Trust Advisors held 3,263 SPYD 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 3,263 shares
    Change vs previous 13F -105 shares

    0.01% of the 13F portfolio, value $157,818.

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

    • Colonial Trust Advisors: 139 shares
    • Colonial Trust Co / SC: 3,124 shares

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

  2. period ended2026-03-31
    13F 3,368 shares
    Change vs previous 13F -1,078 shares

    0.01% of the 13F portfolio, value $151,982.

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

    • Colonial Trust Advisors: 82 shares
    • Colonial Trust Co / SC: 3,286 shares

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

  3. period ended2025-12-31
    13F 4,446 shares
    Change vs previous 13F +1,499 shares

    0.01% of the 13F portfolio, value $193,126.

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

    • Colonial Trust Advisors: 1,499 shares
    • Colonial Trust Co / SC: 2,947 shares

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

  4. period ended2025-09-30
    13F 2,947 shares
    Change vs previous 13F +502 shares

    0.02% of the 13F portfolio, value $128,813.

    13F-HR 0001398344-25-020619 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).

  5. period ended2025-06-30
    13F 2,445 shares
    Change vs previous 13F +433 shares

    0.02% of the 13F portfolio, value $103,179.

    13F-HR 0001398344-25-015191 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).

  6. period ended2025-03-31
    13F 2,012 shares
    Change vs previous 13F +261 shares

    0.01% of the 13F portfolio, value $87,965.

    13F-HR 0001398344-25-009321 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).

  7. period ended2024-12-31
    13F 1,751 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $75,328.

    13F-HR 0001398344-25-002790 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).