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Colonial Trust Advisors: LRGF position timeline

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

Colonial Trust Advisors held 3,064 LRGF 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 3,064 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $231,756.

    13F-HR 0001398344-26-013984 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).

  2. period ended2026-03-31
    13F 3,064 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $202,246.

    13F-HR 0001398344-26-009001 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).

  3. period ended2025-12-31
    13F 3,064 shares
    Change vs previous 13F -230 shares

    0.02% of the 13F portfolio, value $212,757.

    13F-HR 0001398344-26-002829 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).

  4. period ended2025-09-30
    13F 3,294 shares
    Change vs previous 13F -200 shares

    0.02% of the 13F portfolio, value $227,573.

    13F-HR 0001398344-25-020602 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).

  5. period ended2025-06-30
    13F 3,494 shares
    Change vs previous 13F -384 shares

    0.02% of the 13F portfolio, value $224,092.

    13F-HR 0001398344-25-015189 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).

  6. period ended2025-03-31
    13F 3,878 shares
    Change vs previous 13F -1 shares

    0.02% of the 13F portfolio, value $224,449.

    13F-HR 0001398344-25-009319 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).

  7. period ended2024-12-31
    13F 3,879 shares
    Change vs previous 13F -1,718 shares

    0.02% of the 13F portfolio, value $234,082.

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

    • Colonial Trust Advisors: 3,879 shares
    • Colonial Trust Co / SC: 0 shares

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

  8. period ended2024-09-30
    13F 5,597 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $328,931.

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

    • Colonial Trust Advisors: 4,997 shares
    • Colonial Trust Co / SC: 600 shares

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