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Colonial Trust Advisors: CARR position timeline

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

Colonial Trust Advisors held 8,238 CARR 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 8,238 shares
    Change vs previous 13F -629 shares

    0.03% of the 13F portfolio, value $604,243.

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

    • Colonial Trust Advisors: 3,728 shares
    • Colonial Trust Co / SC: 4,510 shares

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

  2. period ended2026-03-31
    13F 8,867 shares
    Change vs previous 13F -781 shares

    0.02% of the 13F portfolio, value $499,284.

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

    • Colonial Trust Advisors: 3,563 shares
    • Colonial Trust Co / SC: 5,304 shares

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

  3. period ended2025-12-31
    13F 9,648 shares
    Change vs previous 13F -261 shares

    0.02% of the 13F portfolio, value $509,780.

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

    • Colonial Trust Advisors: 4,360 shares
    • Colonial Trust Co / SC: 5,288 shares

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

  4. period ended2025-09-30
    13F 9,909 shares
    Change vs previous 13F -596 shares

    0.03% of the 13F portfolio, value $591,555.

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

    • Colonial Trust Advisors: 4,748 shares
    • Colonial Trust Co / SC: 5,161 shares

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

  5. period ended2025-06-30
    13F 10,505 shares
    Change vs previous 13F -66 shares

    0.04% of the 13F portfolio, value $768,861.

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

    • Colonial Trust Advisors: 5,573 shares
    • Colonial Trust Co / SC: 4,932 shares

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

  6. period ended2025-03-31
    13F 10,571 shares
    Change vs previous 13F -269 shares

    0.04% of the 13F portfolio, value $670,201.

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

    • Colonial Trust Advisors: 5,673 shares
    • Colonial Trust Co / SC: 4,898 shares

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

  7. period ended2024-12-31
    13F 10,840 shares
    Change vs previous 13F -325 shares

    0.04% of the 13F portfolio, value $739,938.

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

    • Colonial Trust Advisors: 5,673 shares
    • Colonial Trust Co / SC: 5,167 shares

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

  8. period ended2024-09-30
    13F 11,165 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $898,671.

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

    • Colonial Trust Advisors: 6,423 shares
    • Colonial Trust Co / SC: 4,742 shares

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