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Disclosery

Colonial Trust Advisors: CVS position timeline

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

Colonial Trust Advisors held 4,018 CVS 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 4,018 shares
    Change vs previous 13F +266 shares

    0.02% of the 13F portfolio, value $415,645.

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

    • Colonial Trust Advisors: 2,602 shares
    • Colonial Trust Co / SC: 1,416 shares

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

  2. period ended2026-03-31
    13F 3,752 shares
    Change vs previous 13F +1,962 shares

    0.01% of the 13F portfolio, value $269,463.

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

    • Colonial Trust Advisors: 2,400 shares
    • Colonial Trust Co / SC: 1,352 shares

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

  3. period ended2025-12-31
    13F 1,790 shares
    Change vs previous 13F -103 shares

    0.01% of the 13F portfolio, value $141,998.

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

    • Colonial Trust Advisors: 488 shares
    • Colonial Trust Co / SC: 1,302 shares

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

  4. period ended2025-09-30
    13F 1,893 shares
    Change vs previous 13F +356 shares

    0.01% of the 13F portfolio, value $142,668.

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

    • Colonial Trust Advisors: 573 shares
    • Colonial Trust Co / SC: 1,320 shares

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

  5. period ended2025-06-30
    13F 1,537 shares
    Change vs previous 13F -294 shares

    0.01% of the 13F portfolio, value $106,021.

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

    • Colonial Trust Advisors: 249 shares
    • Colonial Trust Co / SC: 1,288 shares

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

  6. period ended2025-03-31
    13F 1,831 shares
    Change vs previous 13F -232 shares

    0.01% of the 13F portfolio, value $124,045.

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

    • Colonial Trust Advisors: 300 shares
    • Colonial Trust Co / SC: 1,531 shares

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

  7. period ended2024-12-31
    13F 2,063 shares
    Change vs previous 13F -446 shares

    0.01% of the 13F portfolio, value $92,608.

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

    • Colonial Trust Advisors: 328 shares
    • Colonial Trust Co / SC: 1,735 shares

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

  8. period ended2024-09-30
    13F 2,509 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $157,735.

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

    • Colonial Trust Advisors: 839 shares
    • Colonial Trust Co / SC: 1,670 shares

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