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Colonial Trust Advisors: CSX position timeline

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

Colonial Trust Advisors held 23,996 CSX 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 23,996 shares
    Change vs previous 13F +17 shares

    0.05% of the 13F portfolio, value $1,140,530.

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

    • Colonial Trust Advisors: 4,356 shares
    • Colonial Trust Co / SC: 19,640 shares

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

  2. period ended2026-03-31
    13F 23,979 shares
    Change vs previous 13F -256 shares

    0.05% of the 13F portfolio, value $984,338.

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

    • Colonial Trust Advisors: 3,981 shares
    • Colonial Trust Co / SC: 19,998 shares

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

  3. period ended2025-12-31
    13F 24,235 shares
    Change vs previous 13F +68 shares

    0.04% of the 13F portfolio, value $878,519.

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

    • Colonial Trust Advisors: 3,981 shares
    • Colonial Trust Co / SC: 20,254 shares

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

  4. period ended2025-09-30
    13F 24,167 shares
    Change vs previous 13F +761 shares

    0.04% of the 13F portfolio, value $858,170.

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

    • Colonial Trust Advisors: 3,981 shares
    • Colonial Trust Co / SC: 20,186 shares

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

  5. period ended2025-06-30
    13F 23,406 shares
    Change vs previous 13F -623 shares

    0.04% of the 13F portfolio, value $763,738.

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

    • Colonial Trust Advisors: 4,149 shares
    • Colonial Trust Co / SC: 19,257 shares

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

  6. period ended2025-03-31
    13F 24,029 shares
    Change vs previous 13F -1,515 shares

    0.04% of the 13F portfolio, value $707,174.

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

    • Colonial Trust Advisors: 4,899 shares
    • Colonial Trust Co / SC: 19,130 shares

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

  7. period ended2024-12-31
    13F 25,544 shares
    Change vs previous 13F -1,741 shares

    0.05% of the 13F portfolio, value $824,305.

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

    • Colonial Trust Advisors: 4,899 shares
    • Colonial Trust Co / SC: 20,645 shares

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

  8. period ended2024-09-30
    13F 27,285 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $942,151.

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

    • Colonial Trust Advisors: 4,899 shares
    • Colonial Trust Co / SC: 22,386 shares

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