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Colonial Trust Advisors: NDAQ position timeline

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

Colonial Trust Advisors held 3,259 NDAQ 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 3,259 shares
    Change vs previous 13F -1,490 shares

    0.03% of the 13F portfolio, value $256,907.

    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 4,749 shares
    Change vs previous 13F -6 shares

    0.05% of the 13F portfolio, value $403,128.

    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 4,755 shares
    Change vs previous 13F -112 shares

    0.06% of the 13F portfolio, value $461,901.

    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 4,867 shares
    Change vs previous 13F +9 shares

    0.06% of the 13F portfolio, value $430,516.

    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 4,858 shares
    Change vs previous 13F -1,773 shares

    0.06% of the 13F portfolio, value $434,410.

    13F-HR 0001398344-25-015191 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).

  6. period ended2025-03-31
    13F 6,631 shares
    Change vs previous 13F -330 shares

    0.08% of the 13F portfolio, value $503,017.

    13F-HR 0001398344-25-009321 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).

  7. period ended2024-12-31
    13F 6,961 shares
    Change vs previous 13F -1,481 shares

    0.08% of the 13F portfolio, value $538,125.

    13F-HR 0001398344-25-002790 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).

  8. period ended2024-09-30
    13F 8,442 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $616,343.

    13F-HR 0001398344-24-020483 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).