Skip to content
Disclosery

Colonial Trust Advisors: APO position timeline

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

Colonial Trust Advisors held 389 APO 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 389 shares
    Change vs previous 13F +147 shares

    <0.01% of the 13F portfolio, value $46,000.

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

    • Colonial Trust Advisors: 20 shares
    • Colonial Trust Co / SC: 369 shares

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

  2. period ended2026-03-31
    13F 242 shares
    Change vs previous 13F -109 shares

    <0.01% of the 13F portfolio, value $26,600.

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

    • Colonial Trust Advisors: 20 shares
    • Colonial Trust Co / SC: 222 shares

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

  3. period ended2025-12-31
    13F 351 shares
    Change vs previous 13F +11 shares

    <0.01% of the 13F portfolio, value $50,805.

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

    • Colonial Trust Advisors: 20 shares
    • Colonial Trust Co / SC: 331 shares

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

  4. period ended2025-09-30
    13F 340 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $45,253.

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

    • Colonial Trust Advisors: 20 shares
    • Colonial Trust Co / SC: 320 shares

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

  5. period ended2025-06-30
    13F 324 shares
    Change vs previous 13F +33 shares

    <0.01% of the 13F portfolio, value $45,965.

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

    • Colonial Trust Advisors: 20 shares
    • Colonial Trust Co / SC: 304 shares

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

  6. period ended2025-03-31
    13F 291 shares
    Change vs previous 13F -79 shares

    <0.01% of the 13F portfolio, value $39,854.

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

    • Colonial Trust Advisors: 20 shares
    • Colonial Trust Co / SC: 271 shares

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

  7. period ended2024-12-31
    13F 370 shares
    Change vs previous 13F +79 shares

    <0.01% of the 13F portfolio, value $61,121.

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

    • Colonial Trust Advisors: 20 shares
    • Colonial Trust Co / SC: 350 shares

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

  8. period ended2024-09-30
    13F 291 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $36,601.

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

    • Colonial Trust Advisors: 20 shares
    • Colonial Trust Co / SC: 271 shares

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