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Disclosery

Colonial Trust Advisors: VB position timeline

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

Colonial Trust Advisors held 7,245 VB 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 7,245 shares
    Change vs previous 13F +29 shares

    0.1% of the 13F portfolio, value $2,195,927.

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

    • Colonial Trust Advisors: 130 shares
    • Colonial Trust Co / SC: 7,115 shares

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

  2. period ended2026-03-31
    13F 7,216 shares
    Change vs previous 13F +1,281 shares

    0.09% of the 13F portfolio, value $1,889,937.

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

    • Colonial Trust Advisors: 103 shares
    • Colonial Trust Co / SC: 7,113 shares

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

  3. period ended2025-12-31
    13F 5,935 shares
    Change vs previous 13F -110 shares

    0.07% of the 13F portfolio, value $1,530,803.

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

    • Colonial Trust Advisors: 103 shares
    • Colonial Trust Co / SC: 5,832 shares

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

  4. period ended2025-09-30
    13F 6,045 shares
    Change vs previous 13F +1,553 shares

    0.08% of the 13F portfolio, value $1,537,038.

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

    • Colonial Trust Advisors: 103 shares
    • Colonial Trust Co / SC: 5,942 shares

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

  5. period ended2025-06-30
    13F 4,492 shares
    Change vs previous 13F +535 shares

    0.06% of the 13F portfolio, value $1,064,465.

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

    • Colonial Trust Advisors: 103 shares
    • Colonial Trust Co / SC: 4,389 shares

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

  6. period ended2025-03-31
    13F 3,957 shares
    Change vs previous 13F -897 shares

    0.05% of the 13F portfolio, value $877,419.

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

    • Colonial Trust Advisors: 103 shares
    • Colonial Trust Co / SC: 3,854 shares

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

  7. period ended2024-12-31
    13F 4,854 shares
    Change vs previous 13F -292 shares

    0.06% of the 13F portfolio, value $1,166,188.

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

    • Colonial Trust Advisors: 103 shares
    • Colonial Trust Co / SC: 4,751 shares

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

  8. period ended2024-09-30
    13F 5,146 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,220,607.

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

    • Colonial Trust Advisors: 111 shares
    • Colonial Trust Co / SC: 5,035 shares

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