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Disclosery

Colonial Trust Advisors: CPRT position timeline

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

Colonial Trust Advisors held 2,705 CPRT 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 2,705 shares
    Change vs previous 13F +97 shares

    <0.01% of the 13F portfolio, value $76,254.

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

    • Colonial Trust Advisors: 750 shares
    • Colonial Trust Co / SC: 1,955 shares

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

  2. period ended2026-03-31
    13F 2,608 shares
    Change vs previous 13F +683 shares

    <0.01% of the 13F portfolio, value $86,592.

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

    • Colonial Trust Advisors: 750 shares
    • Colonial Trust Co / SC: 1,858 shares

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

  3. period ended2025-12-31
    13F 1,925 shares
    Change vs previous 13F -2,656 shares

    0.01% of the 13F portfolio, value $75,364.

    13F-HR 0001398344-26-002826 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: 1,925 shares

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

  4. period ended2025-09-30
    13F 4,581 shares
    Change vs previous 13F +991 shares

    0.01% of the 13F portfolio, value $206,008.

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

    • Colonial Trust Advisors: 2,650 shares
    • Colonial Trust Co / SC: 1,931 shares

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

  5. period ended2025-06-30
    13F 3,590 shares
    Change vs previous 13F -8 shares

    0.01% of the 13F portfolio, value $176,162.

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

    • Colonial Trust Advisors: 1,650 shares
    • Colonial Trust Co / SC: 1,940 shares

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

  6. period ended2025-03-31
    13F 3,598 shares
    Change vs previous 13F +1,375 shares

    0.01% of the 13F portfolio, value $203,611.

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

    • Colonial Trust Advisors: 1,650 shares
    • Colonial Trust Co / SC: 1,948 shares

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

  7. period ended2024-12-31
    13F 2,223 shares
    Change vs previous 13F +299 shares

    0.02% of the 13F portfolio, value $127,578.

    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 1,924 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $100,818.

    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).