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Colonial Trust Advisors: XLY position timeline

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

Colonial Trust Advisors held 160 XLY 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 160 shares
    Change vs previous 13F -120 shares

    <0.01% of the 13F portfolio, value $18,765.

    13F-HR 0001398344-26-013984 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 280 shares
    Change vs previous 13F -60 shares

    <0.01% of the 13F portfolio, value $30,514.

    13F-HR 0001398344-26-009001 filed by Colonial Trust Advisors
    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 340 shares
    Change vs previous 13F +10 shares

    <0.01% of the 13F portfolio, value $40,599.

    13F-HR 0001398344-26-002829 filed by Colonial Trust Advisors
    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 330 shares
    Change vs previous 13F -110 shares

    0.01% of the 13F portfolio, value $79,081.

    13F-HR 0001398344-25-020602 filed by Colonial Trust Advisors
    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 440 shares
    Change vs previous 13F -225 shares

    0.01% of the 13F portfolio, value $95,596.

    13F-HR 0001398344-25-015189 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 440 shares
    • Colonial Trust Co / SC: 0 shares

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

  6. period ended2025-03-31
    13F 665 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $131,243.

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

    • Colonial Trust Advisors: 585 shares
    • Colonial Trust Co / SC: 80 shares

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

  7. period ended2024-12-31
    13F 664 shares
    Change vs previous 13F -100 shares

    0.01% of the 13F portfolio, value $149,056.

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

    • Colonial Trust Advisors: 584 shares
    • Colonial Trust Co / SC: 80 shares

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

  8. period ended2024-09-30
    13F 764 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $153,124.

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

    • Colonial Trust Advisors: 684 shares
    • Colonial Trust Co / SC: 80 shares

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