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Colonial Trust Advisors: HLN position timeline

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

Colonial Trust Advisors held 2,809 HLN 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 2,809 shares
    Change vs previous 13F +346 shares

    <0.01% of the 13F portfolio, value $26,208.

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

    • Colonial Trust Advisors: 519 shares
    • Colonial Trust Co / SC: 2,290 shares

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

  2. period ended2026-03-31
    13F 2,463 shares
    Change vs previous 13F +113 shares

    <0.01% of the 13F portfolio, value $24,654.

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

    • Colonial Trust Advisors: 519 shares
    • Colonial Trust Co / SC: 1,944 shares

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

  3. period ended2025-12-31
    13F 2,350 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $23,758.

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

    • Colonial Trust Advisors: 519 shares
    • Colonial Trust Co / SC: 1,831 shares

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

  4. period ended2025-09-30
    13F 2,350 shares
    Change vs previous 13F -42 shares

    <0.01% of the 13F portfolio, value $21,079.

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

    • Colonial Trust Advisors: 519 shares
    • Colonial Trust Co / SC: 1,831 shares

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

  5. period ended2025-06-30
    13F 2,392 shares
    Change vs previous 13F -176 shares

    <0.01% of the 13F portfolio, value $24,805.

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

    • Colonial Trust Advisors: 519 shares
    • Colonial Trust Co / SC: 1,873 shares

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

  6. period ended2025-03-31
    13F 2,568 shares
    Change vs previous 13F +244 shares

    <0.01% of the 13F portfolio, value $26,425.

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

    • Colonial Trust Advisors: 719 shares
    • Colonial Trust Co / SC: 1,849 shares

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

  7. period ended2024-12-31
    13F 2,324 shares
    Change vs previous 13F -225 shares

    <0.01% of the 13F portfolio, value $22,171.

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

    • Colonial Trust Advisors: 719 shares
    • Colonial Trust Co / SC: 1,605 shares

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

  8. period ended2024-09-30
    13F 2,549 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $26,968.

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

    • Colonial Trust Advisors: 719 shares
    • Colonial Trust Co / SC: 1,830 shares

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