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Disclosery

Colonial Trust Advisors: DLR position timeline

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

Colonial Trust Advisors held 275 DLR 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 275 shares
    Change vs previous 13F -51 shares

    <0.01% of the 13F portfolio, value $49,385.

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

    • Colonial Trust Advisors: 50 shares
    • Colonial Trust Co / SC: 225 shares

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

  2. period ended2026-03-31
    13F 326 shares
    Change vs previous 13F +40 shares

    <0.01% of the 13F portfolio, value $58,749.

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

    • Colonial Trust Advisors: 50 shares
    • Colonial Trust Co / SC: 276 shares

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

  3. period ended2025-12-31
    13F 286 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $44,248.

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

    • Colonial Trust Advisors: 50 shares
    • Colonial Trust Co / SC: 236 shares

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

  4. period ended2025-09-30
    13F 286 shares
    Change vs previous 13F +71 shares

    <0.01% of the 13F portfolio, value $49,444.

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

    • Colonial Trust Advisors: 50 shares
    • Colonial Trust Co / SC: 236 shares

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

  5. period ended2025-06-30
    13F 215 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $37,481.

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

    • Colonial Trust Advisors: 50 shares
    • Colonial Trust Co / SC: 165 shares

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

  6. period ended2025-03-31
    13F 191 shares
    Change vs previous 13F -94 shares

    <0.01% of the 13F portfolio, value $27,368.

    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 285 shares
    Change vs previous 13F +22 shares

    0.01% of the 13F portfolio, value $50,539.

    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: 285 shares

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

  8. period ended2024-09-30
    13F 263 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $42,562.

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

    • Colonial Trust Advisors: 50 shares
    • Colonial Trust Co / SC: 213 shares

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