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Colonial Trust Advisors: GEV position timeline

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

Colonial Trust Advisors held 2,949 GEV 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 2,949 shares
    Change vs previous 13F +134 shares

    0.16% of the 13F portfolio, value $3,464,774.

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

    • Colonial Trust Advisors: 1,423 shares
    • Colonial Trust Co / SC: 1,526 shares

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

  2. period ended2026-03-31
    13F 2,815 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $2,457,099.

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

    • Colonial Trust Advisors: 1,363 shares
    • Colonial Trust Co / SC: 1,452 shares

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

  3. period ended2025-12-31
    13F 2,815 shares
    Change vs previous 13F -47 shares

    0.09% of the 13F portfolio, value $1,839,598.

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

    • Colonial Trust Advisors: 1,351 shares
    • Colonial Trust Co / SC: 1,464 shares

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

  4. period ended2025-09-30
    13F 2,862 shares
    Change vs previous 13F +140 shares

    0.09% of the 13F portfolio, value $1,759,818.

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

    • Colonial Trust Advisors: 1,400 shares
    • Colonial Trust Co / SC: 1,462 shares

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

  5. period ended2025-06-30
    13F 2,722 shares
    Change vs previous 13F -112 shares

    0.08% of the 13F portfolio, value $1,440,346.

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

    • Colonial Trust Advisors: 1,268 shares
    • Colonial Trust Co / SC: 1,454 shares

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

  6. period ended2025-03-31
    13F 2,834 shares
    Change vs previous 13F -41 shares

    0.05% of the 13F portfolio, value $865,186.

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

    • Colonial Trust Advisors: 1,366 shares
    • Colonial Trust Co / SC: 1,468 shares

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

  7. period ended2024-12-31
    13F 2,875 shares
    Change vs previous 13F -54 shares

    0.05% of the 13F portfolio, value $945,674.

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

    • Colonial Trust Advisors: 1,297 shares
    • Colonial Trust Co / SC: 1,578 shares

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

  8. period ended2024-09-30
    13F 2,929 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $746,836.

    13F-HR 0001398344-24-020483 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,349 shares
    • Colonial Trust Co / SC: 1,580 shares

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