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Colonial Trust Advisors: CRSP position timeline

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

Colonial Trust Advisors held 267 CRSP 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 267 shares
    Change vs previous 13F +30 shares

    <0.01% of the 13F portfolio, value $14,562.

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

    • Colonial Trust Advisors: 209 shares
    • Colonial Trust Co / SC: 58 shares

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

  2. period ended2026-03-31
    13F 237 shares
    Change vs previous 13F +28 shares

    <0.01% of the 13F portfolio, value $11,274.

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

    • Colonial Trust Advisors: 209 shares
    • Colonial Trust Co / SC: 28 shares

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

  3. period ended2025-12-31
    13F 209 shares
    Change vs previous 13F -41 shares

    <0.01% of the 13F portfolio, value $10,960.

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

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

  4. period ended2025-09-30
    13F 250 shares
    Change vs previous 13F -200 shares

    <0.01% of the 13F portfolio, value $16,203.

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

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

  5. period ended2025-06-30
    13F 450 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $21,888.

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

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

  6. period ended2025-03-31
    13F 450 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $15,314.

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

    • Colonial Trust Advisors: 450 shares
    • Colonial Trust Co / SC: 0 shares

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

  7. period ended2024-12-31
    13F 426 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $16,767.

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

    • Colonial Trust Advisors: 390 shares
    • Colonial Trust Co / SC: 36 shares

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

  8. period ended2024-09-30
    13F 426 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $20,013.

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

    • Colonial Trust Advisors: 390 shares
    • Colonial Trust Co / SC: 36 shares

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