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Disclosery

Colonial Trust Advisors: CB position timeline

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

Colonial Trust Advisors held 658 CB 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 658 shares
    Change vs previous 13F +15 shares

    0.01% of the 13F portfolio, value $224,334.

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

    • Colonial Trust Advisors: 50 shares
    • Colonial Trust Co / SC: 608 shares

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

  2. period ended2026-03-31
    13F 643 shares
    Change vs previous 13F +18 shares

    0.01% of the 13F portfolio, value $209,499.

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

    • Colonial Trust Advisors: 44 shares
    • Colonial Trust Co / SC: 599 shares

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

  3. period ended2025-12-31
    13F 625 shares
    Change vs previous 13F -1 shares

    0.01% of the 13F portfolio, value $195,029.

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

    • Colonial Trust Advisors: 19 shares
    • Colonial Trust Co / SC: 606 shares

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

  4. period ended2025-09-30
    13F 626 shares
    Change vs previous 13F -116 shares

    0.01% of the 13F portfolio, value $176,648.

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

    • Colonial Trust Advisors: 19 shares
    • Colonial Trust Co / SC: 607 shares

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

  5. period ended2025-06-30
    13F 742 shares
    Change vs previous 13F -49 shares

    0.01% of the 13F portfolio, value $214,912.

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

    • Colonial Trust Advisors: 135 shares
    • Colonial Trust Co / SC: 607 shares

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

  6. period ended2025-03-31
    13F 791 shares
    Change vs previous 13F -158 shares

    0.01% of the 13F portfolio, value $238,917.

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

    • Colonial Trust Advisors: 185 shares
    • Colonial Trust Co / SC: 606 shares

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

  7. period ended2024-12-31
    13F 949 shares
    Change vs previous 13F +117 shares

    0.01% of the 13F portfolio, value $262,249.

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

    • Colonial Trust Advisors: 185 shares
    • Colonial Trust Co / SC: 764 shares

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

  8. period ended2024-09-30
    13F 832 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $239,981.

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

    • Colonial Trust Advisors: 291 shares
    • Colonial Trust Co / SC: 541 shares

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