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Colonial Trust Advisors: EPD position timeline

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

Colonial Trust Advisors held 2,187 EPD 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 2,187 shares
    Change vs previous 13F -60 shares

    <0.01% of the 13F portfolio, value $80,357.

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

    • Colonial Trust Advisors: 1,390 shares
    • Colonial Trust Co / SC: 797 shares

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

  2. period ended2026-03-31
    13F 2,247 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $84,989.

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

    • Colonial Trust Advisors: 1,390 shares
    • Colonial Trust Co / SC: 857 shares

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

  3. period ended2025-12-31
    13F 2,247 shares
    Change vs previous 13F -80 shares

    <0.01% of the 13F portfolio, value $72,006.

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

    • Colonial Trust Advisors: 1,390 shares
    • Colonial Trust Co / SC: 857 shares

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

  4. period ended2025-09-30
    13F 2,327 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $72,766.

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

    • Colonial Trust Advisors: 1,313 shares
    • Colonial Trust Co / SC: 1,014 shares

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

  5. period ended2025-06-30
    13F 2,327 shares
    Change vs previous 13F -401 shares

    <0.01% of the 13F portfolio, value $72,160.

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

    • Colonial Trust Advisors: 1,313 shares
    • Colonial Trust Co / SC: 1,014 shares

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

  6. period ended2025-03-31
    13F 2,728 shares
    Change vs previous 13F +100 shares

    0.01% of the 13F portfolio, value $93,134.

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

    • Colonial Trust Advisors: 1,714 shares
    • Colonial Trust Co / SC: 1,014 shares

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

  7. period ended2024-12-31
    13F 2,628 shares
    Change vs previous 13F -475 shares

    <0.01% of the 13F portfolio, value $82,414.

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

    • Colonial Trust Advisors: 1,614 shares
    • Colonial Trust Co / SC: 1,014 shares

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

  8. period ended2024-09-30
    13F 3,103 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $90,377.

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

    • Colonial Trust Advisors: 2,403 shares
    • Colonial Trust Co / SC: 700 shares

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