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Colonial Trust Advisors: ADP position timeline

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

Colonial Trust Advisors held 5,726 ADP 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 5,726 shares
    Change vs previous 13F -1,515 shares

    0.06% of the 13F portfolio, value $1,282,425.

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

    • Colonial Trust Advisors: 3,280 shares
    • Colonial Trust Co / SC: 2,446 shares

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

  2. period ended2026-03-31
    13F 7,241 shares
    Change vs previous 13F +59 shares

    0.07% of the 13F portfolio, value $1,471,228.

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

    • Colonial Trust Advisors: 4,185 shares
    • Colonial Trust Co / SC: 3,056 shares

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

  3. period ended2025-12-31
    13F 7,182 shares
    Change vs previous 13F +556 shares

    0.09% of the 13F portfolio, value $1,847,510.

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

    • Colonial Trust Advisors: 4,185 shares
    • Colonial Trust Co / SC: 2,997 shares

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

  4. period ended2025-09-30
    13F 6,626 shares
    Change vs previous 13F -46 shares

    0.1% of the 13F portfolio, value $1,944,828.

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

    • Colonial Trust Advisors: 3,265 shares
    • Colonial Trust Co / SC: 3,361 shares

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

  5. period ended2025-06-30
    13F 6,672 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $2,057,746.

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

    • Colonial Trust Advisors: 3,280 shares
    • Colonial Trust Co / SC: 3,392 shares

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

  6. period ended2025-03-31
    13F 6,672 shares
    Change vs previous 13F +1,137 shares

    0.12% of the 13F portfolio, value $2,038,516.

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

    • Colonial Trust Advisors: 3,280 shares
    • Colonial Trust Co / SC: 3,392 shares

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

  7. period ended2024-12-31
    13F 5,535 shares
    Change vs previous 13F -188 shares

    0.09% of the 13F portfolio, value $1,620,351.

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

    • Colonial Trust Advisors: 1,680 shares
    • Colonial Trust Co / SC: 3,855 shares

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

  8. period ended2024-09-30
    13F 5,723 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,583,811.

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

    • Colonial Trust Advisors: 1,884 shares
    • Colonial Trust Co / SC: 3,839 shares

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