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Disclosery

Colonial Trust Advisors: D position timeline

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

Colonial Trust Advisors held 6,828 D 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 6,828 shares
    Change vs previous 13F -501 shares

    0.02% of the 13F portfolio, value $466,273.

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

    • Colonial Trust Advisors: 3,290 shares
    • Colonial Trust Co / SC: 3,538 shares

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

  2. period ended2026-03-31
    13F 7,329 shares
    Change vs previous 13F -807 shares

    0.02% of the 13F portfolio, value $453,069.

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

    • Colonial Trust Advisors: 3,671 shares
    • Colonial Trust Co / SC: 3,658 shares

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

  3. period ended2025-12-31
    13F 8,136 shares
    Change vs previous 13F -2,881 shares

    0.02% of the 13F portfolio, value $476,678.

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

    • Colonial Trust Advisors: 3,771 shares
    • Colonial Trust Co / SC: 4,365 shares

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

  4. period ended2025-09-30
    13F 11,017 shares
    Change vs previous 13F -455 shares

    0.03% of the 13F portfolio, value $673,900.

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

    • Colonial Trust Advisors: 3,961 shares
    • Colonial Trust Co / SC: 7,056 shares

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

  5. period ended2025-06-30
    13F 11,472 shares
    Change vs previous 13F -857 shares

    0.03% of the 13F portfolio, value $648,388.

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

    • Colonial Trust Advisors: 4,461 shares
    • Colonial Trust Co / SC: 7,011 shares

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

  6. period ended2025-03-31
    13F 12,329 shares
    Change vs previous 13F -1,158 shares

    0.04% of the 13F portfolio, value $691,278.

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

    • Colonial Trust Advisors: 5,078 shares
    • Colonial Trust Co / SC: 7,251 shares

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

  7. period ended2024-12-31
    13F 13,487 shares
    Change vs previous 13F -4,105 shares

    0.04% of the 13F portfolio, value $726,410.

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

    • Colonial Trust Advisors: 5,164 shares
    • Colonial Trust Co / SC: 8,323 shares

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

  8. period ended2024-09-30
    13F 17,592 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,016,696.

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

    • Colonial Trust Advisors: 5,529 shares
    • Colonial Trust Co / SC: 12,063 shares

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