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Colonial Trust Advisors: AXP position timeline

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

Colonial Trust Advisors held 4,618 AXP 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 4,618 shares
    Change vs previous 13F +64 shares

    0.07% of the 13F portfolio, value $1,562,106.

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

    • Colonial Trust Advisors: 1,169 shares
    • Colonial Trust Co / SC: 3,449 shares

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

  2. period ended2026-03-31
    13F 4,554 shares
    Change vs previous 13F +2 shares

    0.07% of the 13F portfolio, value $1,377,554.

    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: 3,428 shares

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

  3. period ended2025-12-31
    13F 4,552 shares
    Change vs previous 13F -1,720 shares

    0.08% of the 13F portfolio, value $1,684,146.

    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: 3,426 shares

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

  4. period ended2025-09-30
    13F 6,272 shares
    Change vs previous 13F +84 shares

    0.1% of the 13F portfolio, value $2,083,427.

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

    • Colonial Trust Advisors: 1,356 shares
    • Colonial Trust Co / SC: 4,916 shares

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

  5. period ended2025-06-30
    13F 6,188 shares
    Change vs previous 13F +1,004 shares

    0.1% of the 13F portfolio, value $1,973,964.

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

    • Colonial Trust Advisors: 1,356 shares
    • Colonial Trust Co / SC: 4,832 shares

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

  6. period ended2025-03-31
    13F 5,184 shares
    Change vs previous 13F -35 shares

    0.08% of the 13F portfolio, value $1,394,692.

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

    • Colonial Trust Advisors: 1,356 shares
    • Colonial Trust Co / SC: 3,828 shares

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

  7. period ended2024-12-31
    13F 5,219 shares
    Change vs previous 13F -227 shares

    0.09% of the 13F portfolio, value $1,548,947.

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

    • Colonial Trust Advisors: 1,356 shares
    • Colonial Trust Co / SC: 3,863 shares

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

  8. period ended2024-09-30
    13F 5,446 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,476,955.

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

    • Colonial Trust Advisors: 1,356 shares
    • Colonial Trust Co / SC: 4,090 shares

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