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Colonial Trust Advisors: VYMI position timeline

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

Colonial Trust Advisors held 2,757 VYMI 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 2,757 shares
    Change vs previous 13F -149 shares

    0.01% of the 13F portfolio, value $270,716.

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

    • Colonial Trust Advisors: 1,263 shares
    • Colonial Trust Co / SC: 1,494 shares

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

  2. period ended2026-03-31
    13F 2,906 shares
    Change vs previous 13F +179 shares

    0.01% of the 13F portfolio, value $273,883.

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

    • Colonial Trust Advisors: 1,412 shares
    • Colonial Trust Co / SC: 1,494 shares

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

  3. period ended2025-12-31
    13F 2,727 shares
    Change vs previous 13F +1,412 shares

    0.01% of the 13F portfolio, value $245,420.

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

    • Colonial Trust Advisors: 1,412 shares
    • Colonial Trust Co / SC: 1,315 shares

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

  4. period ended2025-09-30
    13F 1,315 shares
    Change vs previous 13F -4 shares

    0.01% of the 13F portfolio, value $111,354.

    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 1,319 shares
    Change vs previous 13F -56 shares

    0.02% of the 13F portfolio, value $105,665.

    13F-HR 0001398344-25-015191 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).

  6. period ended2025-03-31
    13F 1,375 shares
    Change vs previous 13F +88 shares

    0.02% of the 13F portfolio, value $101,324.

    13F-HR 0001398344-25-009321 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).

  7. period ended2024-12-31
    13F 1,287 shares
    Change vs previous 13F +687 shares

    0.01% of the 13F portfolio, value $87,362.

    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 600 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $44,052.

    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).