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Colonial Trust Advisors: FLOT position timeline

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

Colonial Trust Advisors held 447,284 FLOT 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 447,284 shares
    Change vs previous 13F +28,580 shares

    1.03% of the 13F portfolio, value $22,833,853.

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

    • Colonial Trust Advisors: 309,476 shares
    • Colonial Trust Co / SC: 137,808 shares

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

  2. period ended2026-03-31
    13F 418,704 shares
    Change vs previous 13F +29,467 shares

    1.06% of the 13F portfolio, value $21,332,965.

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

    • Colonial Trust Advisors: 283,667 shares
    • Colonial Trust Co / SC: 135,037 shares

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

  3. period ended2025-12-31
    13F 389,237 shares
    Change vs previous 13F -16,560 shares

    0.95% of the 13F portfolio, value $19,796,557.

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

    • Colonial Trust Advisors: 265,891 shares
    • Colonial Trust Co / SC: 123,346 shares

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

  4. period ended2025-09-30
    13F 405,797 shares
    Change vs previous 13F -8,646 shares

    1.02% of the 13F portfolio, value $20,730,128.

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

    • Colonial Trust Advisors: 282,379 shares
    • Colonial Trust Co / SC: 123,418 shares

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

  5. period ended2025-06-30
    13F 414,443 shares
    Change vs previous 13F +16,274 shares

    1.11% of the 13F portfolio, value $21,144,903.

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

    • Colonial Trust Advisors: 301,320 shares
    • Colonial Trust Co / SC: 113,123 shares

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

  6. period ended2025-03-31
    13F 398,169 shares
    Change vs previous 13F +43,520 shares

    1.15% of the 13F portfolio, value $20,326,510.

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

    • Colonial Trust Advisors: 287,014 shares
    • Colonial Trust Co / SC: 111,155 shares

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

  7. period ended2024-12-31
    13F 354,649 shares
    Change vs previous 13F +9,239 shares

    1% of the 13F portfolio, value $18,044,545.

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

    • Colonial Trust Advisors: 243,175 shares
    • Colonial Trust Co / SC: 111,474 shares

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

  8. period ended2024-09-30
    13F 345,410 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $17,629,751.

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

    • Colonial Trust Advisors: 238,183 shares
    • Colonial Trust Co / SC: 107,227 shares

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