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Colonial Trust Advisors: HD position timeline

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

Colonial Trust Advisors held 75,039 HD 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 75,039 shares
    Change vs previous 13F +360 shares

    1.19% of the 13F portfolio, value $26,464,958.

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

    • Colonial Trust Advisors: 50,908 shares
    • Colonial Trust Co / SC: 24,131 shares

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

  2. period ended2026-03-31
    13F 74,679 shares
    Change vs previous 13F -2,880 shares

    1.21% of the 13F portfolio, value $24,561,027.

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

    • Colonial Trust Advisors: 51,068 shares
    • Colonial Trust Co / SC: 23,611 shares

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

  3. period ended2025-12-31
    13F 77,559 shares
    Change vs previous 13F -364 shares

    1.28% of the 13F portfolio, value $26,688,322.

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

    • Colonial Trust Advisors: 53,182 shares
    • Colonial Trust Co / SC: 24,377 shares

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

  4. period ended2025-09-30
    13F 77,923 shares
    Change vs previous 13F +19 shares

    1.55% of the 13F portfolio, value $31,573,357.

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

    • Colonial Trust Advisors: 53,210 shares
    • Colonial Trust Co / SC: 24,713 shares

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

  5. period ended2025-06-30
    13F 77,904 shares
    Change vs previous 13F +201 shares

    1.51% of the 13F portfolio, value $28,562,678.

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

    • Colonial Trust Advisors: 52,976 shares
    • Colonial Trust Co / SC: 24,928 shares

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

  6. period ended2025-03-31
    13F 77,703 shares
    Change vs previous 13F +1,669 shares

    1.61% of the 13F portfolio, value $28,477,117.

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

    • Colonial Trust Advisors: 51,031 shares
    • Colonial Trust Co / SC: 26,672 shares

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

  7. period ended2024-12-31
    13F 76,034 shares
    Change vs previous 13F +314 shares

    1.64% of the 13F portfolio, value $29,576,609.

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

    • Colonial Trust Advisors: 49,378 shares
    • Colonial Trust Co / SC: 26,656 shares

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

  8. period ended2024-09-30
    13F 75,720 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $30,681,961.

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

    • Colonial Trust Advisors: 49,866 shares
    • Colonial Trust Co / SC: 25,854 shares

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