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Colonial Trust Advisors: CPB position timeline

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

Colonial Trust Advisors held 2,000 CPB 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 2,000 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $44,540.

    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).

  2. period ended2026-03-31
    13F 2,000 shares
    Change vs previous 13F -383 shares

    0.01% of the 13F portfolio, value $44,540.

    13F-HR 0001398344-26-009002 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: 2,000 shares

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

  3. period ended2025-12-31
    13F 2,383 shares
    Change vs previous 13F +1,996 shares

    <0.01% of the 13F portfolio, value $66,422.

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

    • Colonial Trust Advisors: 227 shares
    • Colonial Trust Co / SC: 2,156 shares

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

  4. period ended2025-09-30
    13F 387 shares
    Change vs previous 13F +156 shares

    <0.01% of the 13F portfolio, value $12,219.

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

    • Colonial Trust Advisors: 227 shares
    • Colonial Trust Co / SC: 160 shares

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

  5. period ended2025-06-30
    13F 231 shares
    Change vs previous 13F -750 shares

    <0.01% of the 13F portfolio, value $7,068.

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

    • Colonial Trust Advisors: 227 shares
    • Colonial Trust Co / SC: 4 shares

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

  6. period ended2025-03-31
    13F 981 shares
    Change vs previous 13F -633 shares

    <0.01% of the 13F portfolio, value $39,174.

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

    • Colonial Trust Advisors: 976 shares
    • Colonial Trust Co / SC: 5 shares

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

  7. period ended2024-12-31
    13F 1,614 shares
    Change vs previous 13F +382 shares

    <0.01% of the 13F portfolio, value $67,606.

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

    • Colonial Trust Advisors: 1,069 shares
    • Colonial Trust Co / SC: 545 shares

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

  8. period ended2024-09-30
    13F 1,232 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $60,273.

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

    • Colonial Trust Advisors: 976 shares
    • Colonial Trust Co / SC: 256 shares

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