Skip to content
Disclosery

Colonial Trust Advisors: F position timeline

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

Colonial Trust Advisors held 7,764 F 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 7,764 shares
    Change vs previous 13F +2,393 shares

    <0.01% of the 13F portfolio, value $107,916.

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

    • Colonial Trust Advisors: 3,025 shares
    • Colonial Trust Co / SC: 4,739 shares

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

  2. period ended2026-03-31
    13F 5,371 shares
    Change vs previous 13F -2,020 shares

    <0.01% of the 13F portfolio, value $61,982.

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

    • Colonial Trust Advisors: 3,019 shares
    • Colonial Trust Co / SC: 2,352 shares

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

  3. period ended2025-12-31
    13F 7,391 shares
    Change vs previous 13F +4,007 shares

    <0.01% of the 13F portfolio, value $96,969.

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

    • Colonial Trust Advisors: 3,012 shares
    • Colonial Trust Co / SC: 4,379 shares

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

  4. period ended2025-09-30
    13F 3,384 shares
    Change vs previous 13F +1,508 shares

    <0.01% of the 13F portfolio, value $40,471.

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

    • Colonial Trust Advisors: 3,005 shares
    • Colonial Trust Co / SC: 379 shares

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

  5. period ended2025-06-30
    13F 1,876 shares
    Change vs previous 13F +411 shares

    <0.01% of the 13F portfolio, value $20,353.

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

    • Colonial Trust Advisors: 1,497 shares
    • Colonial Trust Co / SC: 379 shares

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

  6. period ended2025-03-31
    13F 1,465 shares
    Change vs previous 13F +23 shares

    <0.01% of the 13F portfolio, value $14,690.

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

    • Colonial Trust Advisors: 1,108 shares
    • Colonial Trust Co / SC: 357 shares

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

  7. period ended2024-12-31
    13F 1,442 shares
    Change vs previous 13F -1,446 shares

    <0.01% of the 13F portfolio, value $14,274.

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

    • Colonial Trust Advisors: 1,106 shares
    • Colonial Trust Co / SC: 336 shares

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

  8. period ended2024-09-30
    13F 2,888 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $30,573.

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

    • Colonial Trust Advisors: 2,552 shares
    • Colonial Trust Co / SC: 336 shares

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