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Colonial Trust Advisors: DEO position timeline

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

Colonial Trust Advisors held 4,188 DEO 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 4,188 shares
    Change vs previous 13F -772 shares

    0.02% of the 13F portfolio, value $336,590.

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

    • Colonial Trust Advisors: 2,980 shares
    • Colonial Trust Co / SC: 1,208 shares

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

  2. period ended2026-03-31
    13F 4,960 shares
    Change vs previous 13F -1,767 shares

    0.02% of the 13F portfolio, value $369,285.

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

    • Colonial Trust Advisors: 3,804 shares
    • Colonial Trust Co / SC: 1,156 shares

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

  3. period ended2025-12-31
    13F 6,727 shares
    Change vs previous 13F -5,530 shares

    0.03% of the 13F portfolio, value $580,297.

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

    • Colonial Trust Advisors: 5,390 shares
    • Colonial Trust Co / SC: 1,337 shares

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

  4. period ended2025-09-30
    13F 12,257 shares
    Change vs previous 13F -2,798 shares

    0.06% of the 13F portfolio, value $1,169,746.

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

    • Colonial Trust Advisors: 8,878 shares
    • Colonial Trust Co / SC: 3,379 shares

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

  5. period ended2025-06-30
    13F 15,055 shares
    Change vs previous 13F -3,164 shares

    0.08% of the 13F portfolio, value $1,518,151.

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

    • Colonial Trust Advisors: 11,241 shares
    • Colonial Trust Co / SC: 3,814 shares

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

  6. period ended2025-03-31
    13F 18,219 shares
    Change vs previous 13F -4,400 shares

    0.11% of the 13F portfolio, value $1,909,142.

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

    • Colonial Trust Advisors: 13,381 shares
    • Colonial Trust Co / SC: 4,838 shares

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

  7. period ended2024-12-31
    13F 22,619 shares
    Change vs previous 13F -7,639 shares

    0.16% of the 13F portfolio, value $2,875,559.

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

    • Colonial Trust Advisors: 16,870 shares
    • Colonial Trust Co / SC: 5,749 shares

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

  8. period ended2024-09-30
    13F 30,258 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $4,246,278.

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

    • Colonial Trust Advisors: 23,479 shares
    • Colonial Trust Co / SC: 6,779 shares

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