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Colonial Trust Advisors: CTAS position timeline

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

Colonial Trust Advisors held 76,657 CTAS 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 76,657 shares
    Change vs previous 13F -992 shares

    0.59% of the 13F portfolio, value $13,037,792.

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

    • Colonial Trust Advisors: 54,734 shares
    • Colonial Trust Co / SC: 21,923 shares

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

  2. period ended2026-03-31
    13F 77,649 shares
    Change vs previous 13F +633 shares

    0.65% of the 13F portfolio, value $13,133,574.

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

    • Colonial Trust Advisors: 54,555 shares
    • Colonial Trust Co / SC: 23,094 shares

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

  3. period ended2025-12-31
    13F 77,016 shares
    Change vs previous 13F +5,809 shares

    0.7% of the 13F portfolio, value $14,484,423.

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

    • Colonial Trust Advisors: 54,568 shares
    • Colonial Trust Co / SC: 22,448 shares

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

  4. period ended2025-09-30
    13F 71,207 shares
    Change vs previous 13F +92 shares

    0.72% of the 13F portfolio, value $14,615,928.

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

    • Colonial Trust Advisors: 51,642 shares
    • Colonial Trust Co / SC: 19,565 shares

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

  5. period ended2025-06-30
    13F 71,115 shares
    Change vs previous 13F -1,035 shares

    0.84% of the 13F portfolio, value $15,849,235.

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

    • Colonial Trust Advisors: 51,691 shares
    • Colonial Trust Co / SC: 19,424 shares

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

  6. period ended2025-03-31
    13F 72,150 shares
    Change vs previous 13F +747 shares

    0.84% of the 13F portfolio, value $14,828,984.

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

    • Colonial Trust Advisors: 52,161 shares
    • Colonial Trust Co / SC: 19,989 shares

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

  7. period ended2024-12-31
    13F 71,403 shares
    Change vs previous 13F -5,059 shares

    0.72% of the 13F portfolio, value $13,045,285.

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

    • Colonial Trust Advisors: 51,657 shares
    • Colonial Trust Co / SC: 19,746 shares

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

  8. period ended2024-09-30
    13F 76,462 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $15,741,990.

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

    • Colonial Trust Advisors: 51,354 shares
    • Colonial Trust Co / SC: 25,108 shares

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