Colonial Trust Advisors: DE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Colonial Trust Advisors on DE, newest first. How the timeline and the estimate are built.
Colonial Trust Advisors held 20,219 DE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 20,219 sharesChange vs previous 13F -335 shares
0.58% of the 13F portfolio, value $12,825,841.
13F-HR 0001398344-26-013984 filed by Colonial Trust Advisors
Filed (acceptance time not in the bulk data set), ingested- Colonial Trust Advisors: 16,652 shares
- Colonial Trust Co / SC: 3,567 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 20,554 sharesChange vs previous 13F -1,509 shares
0.57% of the 13F portfolio, value $11,578,129.
13F-HR 0001398344-26-009001 filed by Colonial Trust Advisors
Filed (acceptance time not in the bulk data set), ingested- Colonial Trust Advisors: 16,915 shares
- Colonial Trust Co / SC: 3,639 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 22,063 sharesChange vs previous 13F -742 shares
0.49% of the 13F portfolio, value $10,271,633.
13F-HR 0001398344-26-002829 filed by Colonial Trust Advisors
Filed (acceptance time not in the bulk data set), ingested- Colonial Trust Advisors: 18,361 shares
- Colonial Trust Co / SC: 3,702 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 22,805 sharesChange vs previous 13F -642 shares
0.51% of the 13F portfolio, value $10,427,697.
13F-HR 0001398344-25-020602 filed by Colonial Trust Advisors
Filed (acceptance time not in the bulk data set), ingested- Colonial Trust Advisors: 18,932 shares
- Colonial Trust Co / SC: 3,873 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 23,447 sharesChange vs previous 13F +367 shares
0.63% of the 13F portfolio, value $11,922,462.
13F-HR 0001398344-25-015189 filed by Colonial Trust Advisors
Filed (acceptance time not in the bulk data set), ingested- Colonial Trust Advisors: 20,085 shares
- Colonial Trust Co / SC: 3,362 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 23,080 sharesChange vs previous 13F -312 shares
0.61% of the 13F portfolio, value $10,832,498.
13F-HR 0001398344-25-009319 filed by Colonial Trust Advisors
Filed (acceptance time not in the bulk data set), ingested- Colonial Trust Advisors: 20,080 shares
- Colonial Trust Co / SC: 3,000 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 23,392 sharesChange vs previous 13F -565 shares
0.55% of the 13F portfolio, value $9,911,191.
13F-HR 0001398344-25-002651 filed by Colonial Trust Advisors
Filed (acceptance time not in the bulk data set), ingested- Colonial Trust Advisors: 20,205 shares
- Colonial Trust Co / SC: 3,187 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 23,957 sharesChange vs previous 13F not available
0.55% of the 13F portfolio, value $9,997,975.
13F-HR 0001398344-24-020481 filed by Colonial Trust Advisors
Filed (acceptance time not in the bulk data set), ingested- Colonial Trust Advisors: 20,925 shares
- Colonial Trust Co / SC: 3,032 shares
Acceptance time not in the bulk data set (spec §4.2).