Skip to content
Disclosery

Colonial Trust Advisors: DFAX position timeline

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

Colonial Trust Advisors held 19,479 DFAX 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 19,479 shares
    Change vs previous 13F -229 shares

    0.09% of the 13F portfolio, value $717,606.

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

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

  2. period ended2026-03-31
    13F 19,708 shares
    Change vs previous 13F -262 shares

    0.09% of the 13F portfolio, value $669,481.

    13F-HR 0001398344-26-009002 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 19,970 shares
    Change vs previous 13F -265 shares

    0.09% of the 13F portfolio, value $653,618.

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

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

  4. period ended2025-09-30
    13F 20,235 shares
    Change vs previous 13F -233 shares

    0.09% of the 13F portfolio, value $634,974.

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

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

  5. period ended2025-06-30
    13F 20,468 shares
    Change vs previous 13F -214 shares

    0.09% of the 13F portfolio, value $601,145.

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

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

  6. period ended2025-03-31
    13F 20,682 shares
    Change vs previous 13F -14,875 shares

    0.08% of the 13F portfolio, value $541,868.

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

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

  7. period ended2024-12-31
    13F 35,557 shares
    Change vs previous 13F -275 shares

    0.13% of the 13F portfolio, value $883,944.

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

    • Colonial Trust Advisors: 0 shares
    • Colonial Trust Co / SC: 35,557 shares

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

  8. period ended2024-09-30
    13F 35,832 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $967,814.

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

    • Colonial Trust Advisors: 4,271 shares
    • Colonial Trust Co / SC: 31,561 shares

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