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Colonial Trust Advisors: DGRO position timeline

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

Colonial Trust Advisors held 471,221 DGRO 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 471,221 shares
    Change vs previous 13F +6,358 shares

    1.6% of the 13F portfolio, value $35,713,844.

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

    • Colonial Trust Advisors: 305,817 shares
    • Colonial Trust Co / SC: 165,404 shares

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

  2. period ended2026-03-31
    13F 464,863 shares
    Change vs previous 13F +18,430 shares

    1.61% of the 13F portfolio, value $32,624,042.

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

    • Colonial Trust Advisors: 299,109 shares
    • Colonial Trust Co / SC: 165,754 shares

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

  3. period ended2025-12-31
    13F 446,433 shares
    Change vs previous 13F +5,230 shares

    1.49% of the 13F portfolio, value $30,991,368.

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

    • Colonial Trust Advisors: 283,021 shares
    • Colonial Trust Co / SC: 163,412 shares

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

  4. period ended2025-09-30
    13F 441,203 shares
    Change vs previous 13F +21,671 shares

    1.47% of the 13F portfolio, value $30,037,113.

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

    • Colonial Trust Advisors: 279,292 shares
    • Colonial Trust Co / SC: 161,911 shares

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

  5. period ended2025-06-30
    13F 419,532 shares
    Change vs previous 13F +17,316 shares

    1.41% of the 13F portfolio, value $26,824,885.

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

    • Colonial Trust Advisors: 261,003 shares
    • Colonial Trust Co / SC: 158,529 shares

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

  6. period ended2025-03-31
    13F 402,216 shares
    Change vs previous 13F +14,475 shares

    1.41% of the 13F portfolio, value $24,848,906.

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

    • Colonial Trust Advisors: 252,147 shares
    • Colonial Trust Co / SC: 150,069 shares

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

  7. period ended2024-12-31
    13F 387,741 shares
    Change vs previous 13F +19,477 shares

    1.32% of the 13F portfolio, value $23,783,988.

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

    • Colonial Trust Advisors: 236,263 shares
    • Colonial Trust Co / SC: 151,478 shares

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

  8. period ended2024-09-30
    13F 368,264 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $23,086,464.

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

    • Colonial Trust Advisors: 221,646 shares
    • Colonial Trust Co / SC: 146,618 shares

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