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Colonial Trust Advisors: DHR position timeline

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

Colonial Trust Advisors held 2,136 DHR 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 2,136 shares
    Change vs previous 13F -32 shares

    0.02% of the 13F portfolio, value $406,775.

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

    • Colonial Trust Advisors: 836 shares
    • Colonial Trust Co / SC: 1,300 shares

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

  2. period ended2026-03-31
    13F 2,168 shares
    Change vs previous 13F -249 shares

    0.02% of the 13F portfolio, value $411,112.

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

    • Colonial Trust Advisors: 834 shares
    • Colonial Trust Co / SC: 1,334 shares

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

  3. period ended2025-12-31
    13F 2,417 shares
    Change vs previous 13F +253 shares

    0.03% of the 13F portfolio, value $553,306.

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

    • Colonial Trust Advisors: 1,083 shares
    • Colonial Trust Co / SC: 1,334 shares

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

  4. period ended2025-09-30
    13F 2,164 shares
    Change vs previous 13F +417 shares

    0.02% of the 13F portfolio, value $428,999.

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

    • Colonial Trust Advisors: 1,046 shares
    • Colonial Trust Co / SC: 1,118 shares

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

  5. period ended2025-06-30
    13F 1,747 shares
    Change vs previous 13F -1,113 shares

    0.02% of the 13F portfolio, value $345,122.

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

    • Colonial Trust Advisors: 629 shares
    • Colonial Trust Co / SC: 1,118 shares

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

  6. period ended2025-03-31
    13F 2,860 shares
    Change vs previous 13F -2,029 shares

    0.03% of the 13F portfolio, value $586,236.

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

    • Colonial Trust Advisors: 784 shares
    • Colonial Trust Co / SC: 2,076 shares

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

  7. period ended2024-12-31
    13F 4,889 shares
    Change vs previous 13F +54 shares

    0.06% of the 13F portfolio, value $1,122,270.

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

    • Colonial Trust Advisors: 261 shares
    • Colonial Trust Co / SC: 4,628 shares

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

  8. period ended2024-09-30
    13F 4,835 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,344,227.

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

    • Colonial Trust Advisors: 3,644 shares
    • Colonial Trust Co / SC: 1,191 shares

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