Skip to content
Disclosery

Colonial Trust Advisors: AEP position timeline

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

Colonial Trust Advisors held 5,116 AEP 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 5,116 shares
    Change vs previous 13F +139 shares

    0.03% of the 13F portfolio, value $699,951.

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

    • Colonial Trust Advisors: 3,074 shares
    • Colonial Trust Co / SC: 2,042 shares

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

  2. period ended2026-03-31
    13F 4,977 shares
    Change vs previous 13F -177 shares

    0.03% of the 13F portfolio, value $652,404.

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

    • Colonial Trust Advisors: 2,900 shares
    • Colonial Trust Co / SC: 2,077 shares

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

  3. period ended2025-12-31
    13F 5,154 shares
    Change vs previous 13F -1,388 shares

    0.03% of the 13F portfolio, value $594,316.

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

    • Colonial Trust Advisors: 2,900 shares
    • Colonial Trust Co / SC: 2,254 shares

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

  4. period ended2025-09-30
    13F 6,542 shares
    Change vs previous 13F -200 shares

    0.04% of the 13F portfolio, value $735,975.

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

    • Colonial Trust Advisors: 3,013 shares
    • Colonial Trust Co / SC: 3,529 shares

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

  5. period ended2025-06-30
    13F 6,742 shares
    Change vs previous 13F -1 shares

    0.04% of the 13F portfolio, value $699,558.

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

    • Colonial Trust Advisors: 3,122 shares
    • Colonial Trust Co / SC: 3,620 shares

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

  6. period ended2025-03-31
    13F 6,743 shares
    Change vs previous 13F -34,842 shares

    0.04% of the 13F portfolio, value $736,805.

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

    • Colonial Trust Advisors: 3,123 shares
    • Colonial Trust Co / SC: 3,620 shares

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

  7. period ended2024-12-31
    13F 41,585 shares
    Change vs previous 13F +1,452 shares

    0.21% of the 13F portfolio, value $3,835,298.

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

    • Colonial Trust Advisors: 24,924 shares
    • Colonial Trust Co / SC: 16,661 shares

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

  8. period ended2024-09-30
    13F 40,133 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $4,117,608.

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

    • Colonial Trust Advisors: 25,282 shares
    • Colonial Trust Co / SC: 14,851 shares

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