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Colonial Trust Advisors: O position timeline

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

Colonial Trust Advisors held 71,784 O 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 71,784 shares
    Change vs previous 13F +1,443 shares

    0.2% of the 13F portfolio, value $4,447,783.

    13F-HR 0001398344-26-013984 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 42,476 shares
    • Colonial Trust Co / SC: 29,308 shares

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

  2. period ended2026-03-31
    13F 70,341 shares
    Change vs previous 13F +130 shares

    0.21% of the 13F portfolio, value $4,303,494.

    13F-HR 0001398344-26-009001 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 40,512 shares
    • Colonial Trust Co / SC: 29,829 shares

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

  3. period ended2025-12-31
    13F 70,211 shares
    Change vs previous 13F +5,808 shares

    0.19% of the 13F portfolio, value $3,957,795.

    13F-HR 0001398344-26-002829 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 40,644 shares
    • Colonial Trust Co / SC: 29,567 shares

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

  4. period ended2025-09-30
    13F 64,403 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $3,915,071.

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

    • Colonial Trust Advisors: 37,129 shares
    • Colonial Trust Co / SC: 27,274 shares

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

  5. period ended2025-06-30
    13F 64,403 shares
    Change vs previous 13F +1,879 shares

    0.2% of the 13F portfolio, value $3,710,238.

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

    • Colonial Trust Advisors: 37,532 shares
    • Colonial Trust Co / SC: 26,871 shares

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

  6. period ended2025-03-31
    13F 62,524 shares
    Change vs previous 13F +194 shares

    0.21% of the 13F portfolio, value $3,626,978.

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

    • Colonial Trust Advisors: 37,085 shares
    • Colonial Trust Co / SC: 25,439 shares

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

  7. period ended2024-12-31
    13F 62,330 shares
    Change vs previous 13F +1,957 shares

    0.18% of the 13F portfolio, value $3,329,033.

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

    • Colonial Trust Advisors: 37,498 shares
    • Colonial Trust Co / SC: 24,832 shares

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

  8. period ended2024-09-30
    13F 60,373 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,828,824.

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

    • Colonial Trust Advisors: 38,984 shares
    • Colonial Trust Co / SC: 21,389 shares

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