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Colonial Trust Advisors: OEF position timeline

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

Colonial Trust Advisors held 519 OEF 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 519 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $189,887.

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

    • Colonial Trust Advisors: 255 shares
    • Colonial Trust Co / SC: 264 shares

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

  2. period ended2026-03-31
    13F 519 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $165,078.

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

    • Colonial Trust Advisors: 255 shares
    • Colonial Trust Co / SC: 264 shares

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

  3. period ended2025-12-31
    13F 519 shares
    Change vs previous 13F -275 shares

    0.01% of the 13F portfolio, value $178,001.

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

    • Colonial Trust Advisors: 255 shares
    • Colonial Trust Co / SC: 264 shares

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

  4. period ended2025-09-30
    13F 794 shares
    Change vs previous 13F -27 shares

    0.01% of the 13F portfolio, value $264,275.

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

    • Colonial Trust Advisors: 530 shares
    • Colonial Trust Co / SC: 264 shares

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

  5. period ended2025-06-30
    13F 821 shares
    Change vs previous 13F -10 shares

    0.01% of the 13F portfolio, value $249,871.

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

    • Colonial Trust Advisors: 557 shares
    • Colonial Trust Co / SC: 264 shares

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

  6. period ended2025-03-31
    13F 831 shares
    Change vs previous 13F -408 shares

    0.01% of the 13F portfolio, value $225,060.

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

    • Colonial Trust Advisors: 567 shares
    • Colonial Trust Co / SC: 264 shares

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

  7. period ended2024-12-31
    13F 1,239 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $357,885.

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

    • Colonial Trust Advisors: 975 shares
    • Colonial Trust Co / SC: 264 shares

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

  8. period ended2024-09-30
    13F 1,239 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $342,906.

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

    • Colonial Trust Advisors: 975 shares
    • Colonial Trust Co / SC: 264 shares

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