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Disclosery

Colonial Trust Advisors: ED position timeline

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

Colonial Trust Advisors held 1,051 ED 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 1,051 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $116,272.

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

    • Colonial Trust Advisors: 1,040 shares
    • Colonial Trust Co / SC: 11 shares

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

  2. period ended2026-03-31
    13F 1,051 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $118,952.

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

    • Colonial Trust Advisors: 1,040 shares
    • Colonial Trust Co / SC: 11 shares

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

  3. period ended2025-12-31
    13F 1,051 shares
    Change vs previous 13F -277 shares

    0.01% of the 13F portfolio, value $104,386.

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

    • Colonial Trust Advisors: 1,040 shares
    • Colonial Trust Co / SC: 11 shares

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

  4. period ended2025-09-30
    13F 1,328 shares
    Change vs previous 13F -985 shares

    0.01% of the 13F portfolio, value $133,491.

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

    • Colonial Trust Advisors: 1,040 shares
    • Colonial Trust Co / SC: 288 shares

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

  5. period ended2025-06-30
    13F 2,313 shares
    Change vs previous 13F -203 shares

    0.01% of the 13F portfolio, value $232,110.

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

    • Colonial Trust Advisors: 1,740 shares
    • Colonial Trust Co / SC: 573 shares

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

  6. period ended2025-03-31
    13F 2,516 shares
    Change vs previous 13F -94 shares

    0.02% of the 13F portfolio, value $278,223.

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

    • Colonial Trust Advisors: 1,993 shares
    • Colonial Trust Co / SC: 523 shares

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

  7. period ended2024-12-31
    13F 2,610 shares
    Change vs previous 13F +90 shares

    0.01% of the 13F portfolio, value $232,868.

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

    • Colonial Trust Advisors: 1,991 shares
    • Colonial Trust Co / SC: 619 shares

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

  8. period ended2024-09-30
    13F 2,520 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $262,358.

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

    • Colonial Trust Advisors: 1,989 shares
    • Colonial Trust Co / SC: 531 shares

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