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Colonial Trust Advisors: ACN position timeline

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

Colonial Trust Advisors held 56,063 ACN 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 56,063 shares
    Change vs previous 13F -2,455 shares

    0.31% of the 13F portfolio, value $6,976,587.

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

    • Colonial Trust Advisors: 38,412 shares
    • Colonial Trust Co / SC: 17,651 shares

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

  2. period ended2026-03-31
    13F 58,518 shares
    Change vs previous 13F -2,219 shares

    0.57% of the 13F portfolio, value $11,603,619.

    13F-HR 0001398344-26-009001 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 39,161 shares
    • Colonial Trust Co / SC: 19,357 shares

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

  3. period ended2025-12-31
    13F 60,737 shares
    Change vs previous 13F -74 shares

    0.78% of the 13F portfolio, value $16,295,683.

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

    • Colonial Trust Advisors: 41,203 shares
    • Colonial Trust Co / SC: 19,534 shares

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

  4. period ended2025-09-30
    13F 60,811 shares
    Change vs previous 13F -639 shares

    0.73% of the 13F portfolio, value $14,996,126.

    13F-HR 0001398344-25-020602 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 40,534 shares
    • Colonial Trust Co / SC: 20,277 shares

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

  5. period ended2025-06-30
    13F 61,450 shares
    Change vs previous 13F +1,431 shares

    0.97% of the 13F portfolio, value $18,366,828.

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

    • Colonial Trust Advisors: 41,042 shares
    • Colonial Trust Co / SC: 20,408 shares

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

  6. period ended2025-03-31
    13F 60,019 shares
    Change vs previous 13F +962 shares

    1.06% of the 13F portfolio, value $18,728,456.

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

    • Colonial Trust Advisors: 40,796 shares
    • Colonial Trust Co / SC: 19,223 shares

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

  7. period ended2024-12-31
    13F 59,057 shares
    Change vs previous 13F +572 shares

    1.15% of the 13F portfolio, value $20,775,588.

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

    • Colonial Trust Advisors: 40,167 shares
    • Colonial Trust Co / SC: 18,890 shares

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

  8. period ended2024-09-30
    13F 58,485 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $20,673,251.

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

    • Colonial Trust Advisors: 40,301 shares
    • Colonial Trust Co / SC: 18,184 shares

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