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Disclosery

Colonial Trust Advisors: CAG position timeline

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

Colonial Trust Advisors held 0 CAG 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 0 shares
    Change vs previous 13F -17 shares

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

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 17 shares
    Change vs previous 13F -6 shares

    <0.01% of the 13F portfolio, value $267.

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

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

  3. period ended2025-12-31
    13F 23 shares
    Change vs previous 13F -34 shares

    <0.01% of the 13F portfolio, value $398.

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

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

  4. period ended2025-09-30
    13F 57 shares
    Change vs previous 13F -313 shares

    <0.01% of the 13F portfolio, value $1,044.

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

    • Colonial Trust Advisors: 0 shares
    • Colonial Trust Co / SC: 57 shares

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

  5. period ended2025-06-30
    13F 370 shares
    Change vs previous 13F +20 shares

    <0.01% of the 13F portfolio, value $7,574.

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

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

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

  6. period ended2025-03-31
    13F 350 shares
    Change vs previous 13F -101 shares

    <0.01% of the 13F portfolio, value $9,335.

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

    • Colonial Trust Advisors: 350 shares
    • Colonial Trust Co / SC: 0 shares

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

  7. period ended2024-12-31
    13F 451 shares
    Change vs previous 13F +101 shares

    <0.01% of the 13F portfolio, value $12,516.

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

    • Colonial Trust Advisors: 350 shares
    • Colonial Trust Co / SC: 101 shares

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

  8. period ended2024-09-30
    13F 350 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,382.

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

    • Colonial Trust Advisors: 350 shares
    • Colonial Trust Co / SC: 0 shares

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