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Colonial Trust Advisors: VLTO position timeline

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

Colonial Trust Advisors held 83 VLTO 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 83 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $7,403.

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

    • Colonial Trust Advisors: 0 shares
    • Colonial Trust Co / SC: 83 shares

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

  2. period ended2026-03-31
    13F 83 shares
    Change vs previous 13F -55 shares

    <0.01% of the 13F portfolio, value $7,382.

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

    • Colonial Trust Advisors: 0 shares
    • Colonial Trust Co / SC: 83 shares

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

  3. period ended2025-12-31
    13F 138 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $13,811.

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

    • Colonial Trust Advisors: 50 shares
    • Colonial Trust Co / SC: 88 shares

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

  4. period ended2025-09-30
    13F 138 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $14,751.

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

    • Colonial Trust Advisors: 50 shares
    • Colonial Trust Co / SC: 88 shares

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

  5. period ended2025-06-30
    13F 138 shares
    Change vs previous 13F -1,074 shares

    <0.01% of the 13F portfolio, value $13,962.

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

    • Colonial Trust Advisors: 50 shares
    • Colonial Trust Co / SC: 88 shares

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

  6. period ended2025-03-31
    13F 1,212 shares
    Change vs previous 13F -139 shares

    0.02% of the 13F portfolio, value $118,109.

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

    • Colonial Trust Advisors: 0 shares
    • Colonial Trust Co / SC: 1,212 shares

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

  7. period ended2024-12-31
    13F 1,351 shares
    Change vs previous 13F +92 shares

    0.01% of the 13F portfolio, value $137,600.

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

    • Colonial Trust Advisors: 15 shares
    • Colonial Trust Co / SC: 1,336 shares

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

  8. period ended2024-09-30
    13F 1,259 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $140,831.

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

    • Colonial Trust Advisors: 1,140 shares
    • Colonial Trust Co / SC: 119 shares

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