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Colonial Trust Advisors: HEFA position timeline

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

Colonial Trust Advisors held 5,545 HEFA 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 5,545 shares
    Change vs previous 13F -150 shares

    0.01% of the 13F portfolio, value $260,199.

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

    • Colonial Trust Advisors: 4,650 shares
    • Colonial Trust Co / SC: 895 shares

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

  2. period ended2026-03-31
    13F 5,695 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $242,009.

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

    • Colonial Trust Advisors: 4,800 shares
    • Colonial Trust Co / SC: 895 shares

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

  3. period ended2025-12-31
    13F 5,695 shares
    Change vs previous 13F -200 shares

    0.01% of the 13F portfolio, value $235,545.

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

    • Colonial Trust Advisors: 4,800 shares
    • Colonial Trust Co / SC: 895 shares

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

  4. period ended2025-09-30
    13F 5,895 shares
    Change vs previous 13F -358 shares

    0.01% of the 13F portfolio, value $233,501.

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

    • Colonial Trust Advisors: 5,000 shares
    • Colonial Trust Co / SC: 895 shares

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

  5. period ended2025-06-30
    13F 6,253 shares
    Change vs previous 13F -2,775 shares

    0.01% of the 13F portfolio, value $237,349.

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

    • Colonial Trust Advisors: 5,358 shares
    • Colonial Trust Co / SC: 895 shares

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

  6. period ended2025-03-31
    13F 9,028 shares
    Change vs previous 13F -500 shares

    0.02% of the 13F portfolio, value $327,612.

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

    • Colonial Trust Advisors: 7,558 shares
    • Colonial Trust Co / SC: 1,470 shares

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

  7. period ended2024-12-31
    13F 9,528 shares
    Change vs previous 13F -825 shares

    0.02% of the 13F portfolio, value $331,085.

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

    • Colonial Trust Advisors: 7,558 shares
    • Colonial Trust Co / SC: 1,970 shares

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

  8. period ended2024-09-30
    13F 10,353 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $366,697.

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

    • Colonial Trust Advisors: 7,953 shares
    • Colonial Trust Co / SC: 2,400 shares

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