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Disclosery

Colonial Trust Advisors: CI position timeline

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

Colonial Trust Advisors held 10,017 CI 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 10,017 shares
    Change vs previous 13F +155 shares

    0.12% of the 13F portfolio, value $2,761,467.

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

    • Colonial Trust Advisors: 6,482 shares
    • Colonial Trust Co / SC: 3,535 shares

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

  2. period ended2026-03-31
    13F 9,862 shares
    Change vs previous 13F -126 shares

    0.13% of the 13F portfolio, value $2,630,698.

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

    • Colonial Trust Advisors: 6,073 shares
    • Colonial Trust Co / SC: 3,789 shares

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

  3. period ended2025-12-31
    13F 9,988 shares
    Change vs previous 13F +125 shares

    0.13% of the 13F portfolio, value $2,749,003.

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

    • Colonial Trust Advisors: 6,087 shares
    • Colonial Trust Co / SC: 3,901 shares

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

  4. period ended2025-09-30
    13F 9,863 shares
    Change vs previous 13F -688 shares

    0.14% of the 13F portfolio, value $2,843,005.

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

    • Colonial Trust Advisors: 6,476 shares
    • Colonial Trust Co / SC: 3,387 shares

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

  5. period ended2025-06-30
    13F 10,551 shares
    Change vs previous 13F +1,325 shares

    0.18% of the 13F portfolio, value $3,488,084.

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

    • Colonial Trust Advisors: 6,743 shares
    • Colonial Trust Co / SC: 3,808 shares

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

  6. period ended2025-03-31
    13F 9,226 shares
    Change vs previous 13F -616 shares

    0.17% of the 13F portfolio, value $3,035,408.

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

    • Colonial Trust Advisors: 6,343 shares
    • Colonial Trust Co / SC: 2,883 shares

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

  7. period ended2024-12-31
    13F 9,842 shares
    Change vs previous 13F +783 shares

    0.15% of the 13F portfolio, value $2,717,900.

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

    • Colonial Trust Advisors: 6,433 shares
    • Colonial Trust Co / SC: 3,409 shares

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

  8. period ended2024-09-30
    13F 9,059 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,138,372.

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

    • Colonial Trust Advisors: 5,941 shares
    • Colonial Trust Co / SC: 3,118 shares

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