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Colonial Trust Advisors: APD position timeline

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

Colonial Trust Advisors held 69,882 APD 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 69,882 shares
    Change vs previous 13F -2,500 shares

    0.92% of the 13F portfolio, value $20,488,003.

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

    • Colonial Trust Advisors: 50,525 shares
    • Colonial Trust Co / SC: 19,357 shares

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

  2. period ended2026-03-31
    13F 72,382 shares
    Change vs previous 13F -2,497 shares

    1.04% of the 13F portfolio, value $21,026,177.

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

    • Colonial Trust Advisors: 52,293 shares
    • Colonial Trust Co / SC: 20,089 shares

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

  3. period ended2025-12-31
    13F 74,879 shares
    Change vs previous 13F -1,402 shares

    0.89% of the 13F portfolio, value $18,496,602.

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

    • Colonial Trust Advisors: 54,333 shares
    • Colonial Trust Co / SC: 20,546 shares

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

  4. period ended2025-09-30
    13F 76,281 shares
    Change vs previous 13F -1,141 shares

    1.02% of the 13F portfolio, value $20,803,164.

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

    • Colonial Trust Advisors: 55,130 shares
    • Colonial Trust Co / SC: 21,151 shares

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

  5. period ended2025-06-30
    13F 77,422 shares
    Change vs previous 13F -676 shares

    1.15% of the 13F portfolio, value $21,837,530.

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

    • Colonial Trust Advisors: 56,398 shares
    • Colonial Trust Co / SC: 21,024 shares

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

  6. period ended2025-03-31
    13F 78,098 shares
    Change vs previous 13F +668 shares

    1.3% of the 13F portfolio, value $23,032,692.

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

    • Colonial Trust Advisors: 56,706 shares
    • Colonial Trust Co / SC: 21,392 shares

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

  7. period ended2024-12-31
    13F 77,430 shares
    Change vs previous 13F -526 shares

    1.25% of the 13F portfolio, value $22,457,958.

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

    • Colonial Trust Advisors: 56,067 shares
    • Colonial Trust Co / SC: 21,363 shares

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

  8. period ended2024-09-30
    13F 77,956 shares
    Change vs previous 13F not available

    1.29% of the 13F portfolio, value $23,210,838.

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

    • Colonial Trust Advisors: 59,079 shares
    • Colonial Trust Co / SC: 18,877 shares

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