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Colonial Trust Advisors: ADI position timeline

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

Colonial Trust Advisors held 3,097 ADI 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 3,097 shares
    Change vs previous 13F -778 shares

    0.06% of the 13F portfolio, value $1,230,123.

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

    • Colonial Trust Advisors: 1,213 shares
    • Colonial Trust Co / SC: 1,884 shares

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

  2. period ended2026-03-31
    13F 3,875 shares
    Change vs previous 13F -45 shares

    0.06% of the 13F portfolio, value $1,232,737.

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

    • Colonial Trust Advisors: 1,126 shares
    • Colonial Trust Co / SC: 2,749 shares

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

  3. period ended2025-12-31
    13F 3,920 shares
    Change vs previous 13F +78 shares

    0.05% of the 13F portfolio, value $1,063,104.

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

    • Colonial Trust Advisors: 1,126 shares
    • Colonial Trust Co / SC: 2,794 shares

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

  4. period ended2025-09-30
    13F 3,842 shares
    Change vs previous 13F +10 shares

    0.05% of the 13F portfolio, value $943,979.

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

    • Colonial Trust Advisors: 1,126 shares
    • Colonial Trust Co / SC: 2,716 shares

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

  5. period ended2025-06-30
    13F 3,832 shares
    Change vs previous 13F +1,082 shares

    0.05% of the 13F portfolio, value $912,092.

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

    • Colonial Trust Advisors: 1,122 shares
    • Colonial Trust Co / SC: 2,710 shares

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

  6. period ended2025-03-31
    13F 2,750 shares
    Change vs previous 13F -1,841 shares

    0.03% of the 13F portfolio, value $554,593.

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

    • Colonial Trust Advisors: 22 shares
    • Colonial Trust Co / SC: 2,728 shares

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

  7. period ended2024-12-31
    13F 4,591 shares
    Change vs previous 13F +40 shares

    0.05% of the 13F portfolio, value $975,404.

    13F-HR 0001398344-25-002790 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 22 shares
    • Colonial Trust Co / SC: 4,569 shares

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

  8. period ended2024-09-30
    13F 4,551 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,047,504.

    13F-HR 0001398344-24-020483 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 100 shares
    • Colonial Trust Co / SC: 4,451 shares

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