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Disclosery

Colonial Trust Advisors: VIG position timeline

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

Colonial Trust Advisors held 11,741 VIG 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 11,741 shares
    Change vs previous 13F +11 shares

    0.12% of the 13F portfolio, value $2,778,156.

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

    • Colonial Trust Advisors: 374 shares
    • Colonial Trust Co / SC: 11,367 shares

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

  2. period ended2026-03-31
    13F 11,730 shares
    Change vs previous 13F -248 shares

    0.12% of the 13F portfolio, value $2,522,654.

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

    • Colonial Trust Advisors: 363 shares
    • Colonial Trust Co / SC: 11,367 shares

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

  3. period ended2025-12-31
    13F 11,978 shares
    Change vs previous 13F -359 shares

    0.13% of the 13F portfolio, value $2,632,525.

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

    • Colonial Trust Advisors: 363 shares
    • Colonial Trust Co / SC: 11,615 shares

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

  4. period ended2025-09-30
    13F 12,337 shares
    Change vs previous 13F +411 shares

    0.13% of the 13F portfolio, value $2,662,201.

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

    • Colonial Trust Advisors: 722 shares
    • Colonial Trust Co / SC: 11,615 shares

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

  5. period ended2025-06-30
    13F 11,926 shares
    Change vs previous 13F +316 shares

    0.13% of the 13F portfolio, value $2,440,894.

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

    • Colonial Trust Advisors: 651 shares
    • Colonial Trust Co / SC: 11,275 shares

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

  6. period ended2025-03-31
    13F 11,610 shares
    Change vs previous 13F +62 shares

    0.13% of the 13F portfolio, value $2,252,224.

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

    • Colonial Trust Advisors: 363 shares
    • Colonial Trust Co / SC: 11,247 shares

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

  7. period ended2024-12-31
    13F 11,548 shares
    Change vs previous 13F +725 shares

    0.13% of the 13F portfolio, value $2,261,445.

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

    • Colonial Trust Advisors: 426 shares
    • Colonial Trust Co / SC: 11,122 shares

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

  8. period ended2024-09-30
    13F 10,823 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,143,604.

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

    • Colonial Trust Advisors: 426 shares
    • Colonial Trust Co / SC: 10,397 shares

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