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Disclosery

Colonial Trust Advisors: XLV position timeline

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

Colonial Trust Advisors held 1,306 XLV 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 1,306 shares
    Change vs previous 13F -50 shares

    0.01% of the 13F portfolio, value $207,270.

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

    • Colonial Trust Advisors: 315 shares
    • Colonial Trust Co / SC: 991 shares

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

  2. period ended2026-03-31
    13F 1,356 shares
    Change vs previous 13F -499 shares

    0.01% of the 13F portfolio, value $198,859.

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

    • Colonial Trust Advisors: 365 shares
    • Colonial Trust Co / SC: 991 shares

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

  3. period ended2025-12-31
    13F 1,855 shares
    Change vs previous 13F -150 shares

    0.01% of the 13F portfolio, value $287,212.

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

    • Colonial Trust Advisors: 415 shares
    • Colonial Trust Co / SC: 1,440 shares

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

  4. period ended2025-09-30
    13F 2,005 shares
    Change vs previous 13F -707 shares

    0.01% of the 13F portfolio, value $279,088.

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

    • Colonial Trust Advisors: 565 shares
    • Colonial Trust Co / SC: 1,440 shares

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

  5. period ended2025-06-30
    13F 2,712 shares
    Change vs previous 13F -829 shares

    0.02% of the 13F portfolio, value $365,556.

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

    • Colonial Trust Advisors: 1,272 shares
    • Colonial Trust Co / SC: 1,440 shares

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

  6. period ended2025-03-31
    13F 3,541 shares
    Change vs previous 13F -246 shares

    0.03% of the 13F portfolio, value $517,032.

    13F-HR 0001398344-25-009319 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 2,026 shares
    • Colonial Trust Co / SC: 1,515 shares

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

  7. period ended2024-12-31
    13F 3,787 shares
    Change vs previous 13F -339 shares

    0.03% of the 13F portfolio, value $521,075.

    13F-HR 0001398344-25-002651 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 2,272 shares
    • Colonial Trust Co / SC: 1,515 shares

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

  8. period ended2024-09-30
    13F 4,126 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $635,472.

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

    • Colonial Trust Advisors: 2,556 shares
    • Colonial Trust Co / SC: 1,570 shares

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