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Colonial Trust Advisors: CASY position timeline

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

Colonial Trust Advisors held 338 CASY 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 338 shares
    Change vs previous 13F -30 shares

    0.01% of the 13F portfolio, value $268,435.

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

    • Colonial Trust Advisors: 298 shares
    • Colonial Trust Co / SC: 40 shares

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

  2. period ended2026-03-31
    13F 368 shares
    Change vs previous 13F -61 shares

    0.01% of the 13F portfolio, value $267,969.

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

    • Colonial Trust Advisors: 298 shares
    • Colonial Trust Co / SC: 70 shares

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

  3. period ended2025-12-31
    13F 429 shares
    Change vs previous 13F +108 shares

    0.01% of the 13F portfolio, value $237,044.

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

    • Colonial Trust Advisors: 348 shares
    • Colonial Trust Co / SC: 81 shares

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

  4. period ended2025-09-30
    13F 321 shares
    Change vs previous 13F -1 shares

    0.01% of the 13F portfolio, value $181,273.

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

    • Colonial Trust Advisors: 240 shares
    • Colonial Trust Co / SC: 81 shares

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

  5. period ended2025-06-30
    13F 322 shares
    Change vs previous 13F -45 shares

    0.01% of the 13F portfolio, value $164,505.

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

    • Colonial Trust Advisors: 239 shares
    • Colonial Trust Co / SC: 83 shares

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

  6. period ended2025-03-31
    13F 367 shares
    Change vs previous 13F +297 shares

    0.01% of the 13F portfolio, value $159,108.

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

    • Colonial Trust Advisors: 284 shares
    • Colonial Trust Co / SC: 83 shares

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

  7. period ended2024-12-31
    13F 70 shares
    Change vs previous 13F -27 shares

    <0.01% of the 13F portfolio, value $27,736.

    13F-HR 0001398344-25-002790 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).

  8. period ended2024-09-30
    13F 97 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $36,211.

    13F-HR 0001398344-24-020483 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).