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Colonial Trust Advisors: EW position timeline

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

Colonial Trust Advisors held 98,853 EW 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 98,853 shares
    Change vs previous 13F -1,319 shares

    0.4% of the 13F portfolio, value $8,942,243.

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

    • Colonial Trust Advisors: 67,230 shares
    • Colonial Trust Co / SC: 31,623 shares

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

  2. period ended2026-03-31
    13F 100,172 shares
    Change vs previous 13F +80 shares

    0.4% of the 13F portfolio, value $8,021,774.

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

    • Colonial Trust Advisors: 66,790 shares
    • Colonial Trust Co / SC: 33,382 shares

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

  3. period ended2025-12-31
    13F 100,092 shares
    Change vs previous 13F -1,949 shares

    0.41% of the 13F portfolio, value $8,532,800.

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

    • Colonial Trust Advisors: 67,132 shares
    • Colonial Trust Co / SC: 32,960 shares

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

  4. period ended2025-09-30
    13F 102,041 shares
    Change vs previous 13F -427 shares

    0.39% of the 13F portfolio, value $7,935,690.

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

    • Colonial Trust Advisors: 69,845 shares
    • Colonial Trust Co / SC: 32,196 shares

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

  5. period ended2025-06-30
    13F 102,468 shares
    Change vs previous 13F -775 shares

    0.42% of the 13F portfolio, value $8,013,949.

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

    • Colonial Trust Advisors: 70,392 shares
    • Colonial Trust Co / SC: 32,076 shares

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

  6. period ended2025-03-31
    13F 103,243 shares
    Change vs previous 13F +256 shares

    0.42% of the 13F portfolio, value $7,482,993.

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

    • Colonial Trust Advisors: 70,101 shares
    • Colonial Trust Co / SC: 33,142 shares

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

  7. period ended2024-12-31
    13F 102,987 shares
    Change vs previous 13F +779 shares

    0.42% of the 13F portfolio, value $7,624,119.

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

    • Colonial Trust Advisors: 70,308 shares
    • Colonial Trust Co / SC: 32,679 shares

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

  8. period ended2024-09-30
    13F 102,208 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $6,744,694.

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

    • Colonial Trust Advisors: 70,893 shares
    • Colonial Trust Co / SC: 31,315 shares

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