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Disclosery

Colonial Trust Advisors: HOOD position timeline

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

Colonial Trust Advisors held 29 HOOD 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 29 shares
    Change vs previous 13F -12 shares

    <0.01% of the 13F portfolio, value $2,925.

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

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

  2. period ended2026-03-31
    13F 41 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $2,834.

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

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

  3. period ended2025-12-31
    13F 39 shares
    Change vs previous 13F -98 shares

    <0.01% of the 13F portfolio, value $4,382.

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

    • Colonial Trust Advisors: 0 shares
    • Colonial Trust Co / SC: 39 shares

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

  4. period ended2025-09-30
    13F 137 shares
    Change vs previous 13F -297 shares

    <0.01% of the 13F portfolio, value $19,579.

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

    • Colonial Trust Advisors: 100 shares
    • Colonial Trust Co / SC: 37 shares

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

  5. period ended2025-06-30
    13F 434 shares
    Change vs previous 13F -466 shares

    <0.01% of the 13F portfolio, value $40,608.

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

    • Colonial Trust Advisors: 400 shares
    • Colonial Trust Co / SC: 34 shares

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

  6. period ended2025-03-31
    13F 900 shares
    Change vs previous 13F -406 shares

    <0.01% of the 13F portfolio, value $37,458.

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

    • Colonial Trust Advisors: 900 shares
    • Colonial Trust Co / SC: 0 shares

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

  7. period ended2024-12-31
    13F 1,306 shares
    Change vs previous 13F +1,006 shares

    <0.01% of the 13F portfolio, value $48,662.

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

    • Colonial Trust Advisors: 400 shares
    • Colonial Trust Co / SC: 906 shares

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

  8. period ended2024-09-30
    13F 300 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,026.

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

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