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Colonial Trust Advisors: EXPE position timeline

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

Colonial Trust Advisors held 303 EXPE 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 303 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $77,493.

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

    • Colonial Trust Advisors: 20 shares
    • Colonial Trust Co / SC: 283 shares

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

  2. period ended2026-03-31
    13F 304 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $70,259.

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

    • Colonial Trust Advisors: 20 shares
    • Colonial Trust Co / SC: 284 shares

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

  3. period ended2025-12-31
    13F 302 shares
    Change vs previous 13F -224 shares

    <0.01% of the 13F portfolio, value $85,479.

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

    • Colonial Trust Advisors: 20 shares
    • Colonial Trust Co / SC: 282 shares

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

  4. period ended2025-09-30
    13F 526 shares
    Change vs previous 13F +2 shares

    0.01% of the 13F portfolio, value $112,500.

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

    • Colonial Trust Advisors: 20 shares
    • Colonial Trust Co / SC: 506 shares

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

  5. period ended2025-06-30
    13F 524 shares
    Change vs previous 13F -7 shares

    <0.01% of the 13F portfolio, value $88,461.

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

    • Colonial Trust Advisors: 20 shares
    • Colonial Trust Co / SC: 504 shares

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

  6. period ended2025-03-31
    13F 531 shares
    Change vs previous 13F +409 shares

    0.01% of the 13F portfolio, value $89,294.

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

    • Colonial Trust Advisors: 20 shares
    • Colonial Trust Co / SC: 511 shares

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

  7. period ended2024-12-31
    13F 122 shares
    Change vs previous 13F +100 shares

    <0.01% of the 13F portfolio, value $22,733.

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

    • Colonial Trust Advisors: 20 shares
    • Colonial Trust Co / SC: 102 shares

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

  8. period ended2024-09-30
    13F 22 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,258.

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

    • Colonial Trust Advisors: 20 shares
    • Colonial Trust Co / SC: 2 shares

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