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Colonial Trust Advisors: DOW position timeline

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

Colonial Trust Advisors held 1,461 DOW 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 1,461 shares
    Change vs previous 13F -64 shares

    <0.01% of the 13F portfolio, value $39,973.

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

    • Colonial Trust Advisors: 1,364 shares
    • Colonial Trust Co / SC: 97 shares

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

  2. period ended2026-03-31
    13F 1,525 shares
    Change vs previous 13F -159 shares

    <0.01% of the 13F portfolio, value $63,516.

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

    • Colonial Trust Advisors: 1,428 shares
    • Colonial Trust Co / SC: 97 shares

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

  3. period ended2025-12-31
    13F 1,684 shares
    Change vs previous 13F -7 shares

    <0.01% of the 13F portfolio, value $39,372.

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

    • Colonial Trust Advisors: 1,601 shares
    • Colonial Trust Co / SC: 83 shares

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

  4. period ended2025-09-30
    13F 1,691 shares
    Change vs previous 13F -173 shares

    <0.01% of the 13F portfolio, value $38,775.

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

    • Colonial Trust Advisors: 1,601 shares
    • Colonial Trust Co / SC: 90 shares

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

  5. period ended2025-06-30
    13F 1,864 shares
    Change vs previous 13F -899 shares

    <0.01% of the 13F portfolio, value $49,359.

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

    • Colonial Trust Advisors: 1,440 shares
    • Colonial Trust Co / SC: 424 shares

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

  6. period ended2025-03-31
    13F 2,763 shares
    Change vs previous 13F -352 shares

    0.01% of the 13F portfolio, value $96,491.

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

    • Colonial Trust Advisors: 1,440 shares
    • Colonial Trust Co / SC: 1,323 shares

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

  7. period ended2024-12-31
    13F 3,115 shares
    Change vs previous 13F -2,832 shares

    0.01% of the 13F portfolio, value $125,012.

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

    • Colonial Trust Advisors: 1,464 shares
    • Colonial Trust Co / SC: 1,651 shares

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

  8. period ended2024-09-30
    13F 5,947 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $324,895.

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

    • Colonial Trust Advisors: 2,462 shares
    • Colonial Trust Co / SC: 3,485 shares

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