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Colonial Trust Advisors: VTV position timeline

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

Colonial Trust Advisors held 10,080 VTV 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 10,080 shares
    Change vs previous 13F -690 shares

    0.1% of the 13F portfolio, value $2,196,712.

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

    • Colonial Trust Advisors: 9 shares
    • Colonial Trust Co / SC: 10,071 shares

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

  2. period ended2026-03-31
    13F 10,770 shares
    Change vs previous 13F +2,652 shares

    0.29% of the 13F portfolio, value $2,113,054.

    13F-HR 0001398344-26-009002 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).

  3. period ended2025-12-31
    13F 8,118 shares
    Change vs previous 13F -79 shares

    0.21% of the 13F portfolio, value $1,550,438.

    13F-HR 0001398344-26-002826 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).

  4. period ended2025-09-30
    13F 8,197 shares
    Change vs previous 13F +2,511 shares

    0.21% of the 13F portfolio, value $1,528,640.

    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 5,686 shares
    Change vs previous 13F -185 shares

    0.15% of the 13F portfolio, value $1,004,944.

    13F-HR 0001398344-25-015191 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: 5,686 shares

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

  6. period ended2025-03-31
    13F 5,871 shares
    Change vs previous 13F +679 shares

    0.06% of the 13F portfolio, value $1,014,157.

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

    • Colonial Trust Advisors: 185 shares
    • Colonial Trust Co / SC: 5,686 shares

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

  7. period ended2024-12-31
    13F 5,192 shares
    Change vs previous 13F -129 shares

    0.13% of the 13F portfolio, value $879,006.

    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).

  8. period ended2024-09-30
    13F 5,321 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $928,887.

    13F-HR 0001398344-24-020483 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).