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Colonial Trust Advisors: EOI position timeline

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

Colonial Trust Advisors held 9,084 EOI 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 9,084 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $176,638.

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

    • Colonial Trust Advisors: 2,084 shares
    • Colonial Trust Co / SC: 7,000 shares

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

  2. period ended2026-03-31
    13F 9,075 shares
    Change vs previous 13F +10 shares

    0.01% of the 13F portfolio, value $165,871.

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

    • Colonial Trust Advisors: 2,075 shares
    • Colonial Trust Co / SC: 7,000 shares

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

  3. period ended2025-12-31
    13F 9,065 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $186,797.

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

    • Colonial Trust Advisors: 2,065 shares
    • Colonial Trust Co / SC: 7,000 shares

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

  4. period ended2025-09-30
    13F 9,056 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $189,616.

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

    • Colonial Trust Advisors: 2,056 shares
    • Colonial Trust Co / SC: 7,000 shares

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

  5. period ended2025-06-30
    13F 9,047 shares
    Change vs previous 13F +9 shares

    0.01% of the 13F portfolio, value $188,712.

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

    • Colonial Trust Advisors: 2,047 shares
    • Colonial Trust Co / SC: 7,000 shares

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

  6. period ended2025-03-31
    13F 9,038 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $169,281.

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

    • Colonial Trust Advisors: 2,038 shares
    • Colonial Trust Co / SC: 7,000 shares

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

  7. period ended2024-12-31
    13F 9,030 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $183,558.

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

    • Colonial Trust Advisors: 2,030 shares
    • Colonial Trust Co / SC: 7,000 shares

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

  8. period ended2024-09-30
    13F 9,022 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $180,757.

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

    • Colonial Trust Advisors: 2,022 shares
    • Colonial Trust Co / SC: 7,000 shares

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