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Colonial Trust Advisors: HPE position timeline

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

Colonial Trust Advisors held 1,743 HPE 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 1,743 shares
    Change vs previous 13F -409 shares

    <0.01% of the 13F portfolio, value $78,626.

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

    • Colonial Trust Advisors: 77 shares
    • Colonial Trust Co / SC: 1,666 shares

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

  2. period ended2026-03-31
    13F 2,152 shares
    Change vs previous 13F -920 shares

    0.01% of the 13F portfolio, value $51,239.

    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 3,072 shares
    Change vs previous 13F +433 shares

    0.01% of the 13F portfolio, value $73,789.

    13F-HR 0001398344-26-002826 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).

  4. period ended2025-09-30
    13F 2,639 shares
    Change vs previous 13F -1,778 shares

    0.01% of the 13F portfolio, value $64,814.

    13F-HR 0001398344-25-020619 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).

  5. period ended2025-06-30
    13F 4,417 shares
    Change vs previous 13F -137 shares

    0.01% of the 13F portfolio, value $90,328.

    13F-HR 0001398344-25-015191 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: 4,417 shares

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

  6. period ended2025-03-31
    13F 4,554 shares
    Change vs previous 13F -156 shares

    <0.01% of the 13F portfolio, value $70,269.

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

    • Colonial Trust Advisors: 390 shares
    • Colonial Trust Co / SC: 4,164 shares

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

  7. period ended2024-12-31
    13F 4,710 shares
    Change vs previous 13F +712 shares

    0.01% of the 13F portfolio, value $100,559.

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

    • Colonial Trust Advisors: 290 shares
    • Colonial Trust Co / SC: 4,420 shares

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

  8. period ended2024-09-30
    13F 3,998 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $81,799.

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

    • Colonial Trust Advisors: 200 shares
    • Colonial Trust Co / SC: 3,798 shares

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