Skip to content
Disclosery

Colonial Trust Advisors: V position timeline

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

Colonial Trust Advisors held 105,921 V 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 105,921 shares
    Change vs previous 13F -2,064 shares

    1.63% of the 13F portfolio, value $36,340,653.

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

    • Colonial Trust Advisors: 77,515 shares
    • Colonial Trust Co / SC: 28,406 shares

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

  2. period ended2026-03-31
    13F 107,985 shares
    Change vs previous 13F -2,743 shares

    1.61% of the 13F portfolio, value $32,637,373.

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

    • Colonial Trust Advisors: 77,583 shares
    • Colonial Trust Co / SC: 30,402 shares

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

  3. period ended2025-12-31
    13F 110,728 shares
    Change vs previous 13F -814 shares

    1.87% of the 13F portfolio, value $38,833,615.

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

    • Colonial Trust Advisors: 80,002 shares
    • Colonial Trust Co / SC: 30,726 shares

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

  4. period ended2025-09-30
    13F 111,542 shares
    Change vs previous 13F -439 shares

    1.87% of the 13F portfolio, value $38,078,234.

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

    • Colonial Trust Advisors: 80,738 shares
    • Colonial Trust Co / SC: 30,804 shares

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

  5. period ended2025-06-30
    13F 111,981 shares
    Change vs previous 13F -1,984 shares

    2.1% of the 13F portfolio, value $39,758,852.

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

    • Colonial Trust Advisors: 81,461 shares
    • Colonial Trust Co / SC: 30,520 shares

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

  6. period ended2025-03-31
    13F 113,965 shares
    Change vs previous 13F -141 shares

    2.26% of the 13F portfolio, value $39,940,200.

    13F-HR 0001398344-25-009319 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 82,404 shares
    • Colonial Trust Co / SC: 31,561 shares

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

  7. period ended2024-12-31
    13F 114,106 shares
    Change vs previous 13F +193 shares

    2% of the 13F portfolio, value $36,061,971.

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

    • Colonial Trust Advisors: 82,606 shares
    • Colonial Trust Co / SC: 31,500 shares

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

  8. period ended2024-09-30
    13F 113,913 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $31,320,379.

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

    • Colonial Trust Advisors: 83,732 shares
    • Colonial Trust Co / SC: 30,181 shares

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