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Colonial Trust Advisors: OTIS position timeline

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

Colonial Trust Advisors held 4,403 OTIS 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 4,403 shares
    Change vs previous 13F +45 shares

    0.01% of the 13F portfolio, value $315,255.

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

    • Colonial Trust Advisors: 1,670 shares
    • Colonial Trust Co / SC: 2,733 shares

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

  2. period ended2026-03-31
    13F 4,358 shares
    Change vs previous 13F +22 shares

    0.02% of the 13F portfolio, value $335,950.

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

    • Colonial Trust Advisors: 1,670 shares
    • Colonial Trust Co / SC: 2,688 shares

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

  3. period ended2025-12-31
    13F 4,336 shares
    Change vs previous 13F -88 shares

    0.02% of the 13F portfolio, value $378,750.

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

    • Colonial Trust Advisors: 1,720 shares
    • Colonial Trust Co / SC: 2,616 shares

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

  4. period ended2025-09-30
    13F 4,424 shares
    Change vs previous 13F -543 shares

    0.02% of the 13F portfolio, value $404,487.

    13F-HR 0001398344-25-020619 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,769 shares
    • Colonial Trust Co / SC: 2,655 shares

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

  5. period ended2025-06-30
    13F 4,967 shares
    Change vs previous 13F -10 shares

    0.03% of the 13F portfolio, value $491,832.

    13F-HR 0001398344-25-015191 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 2,312 shares
    • Colonial Trust Co / SC: 2,655 shares

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

  6. period ended2025-03-31
    13F 4,977 shares
    Change vs previous 13F -111 shares

    0.03% of the 13F portfolio, value $513,626.

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

    • Colonial Trust Advisors: 2,312 shares
    • Colonial Trust Co / SC: 2,665 shares

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

  7. period ended2024-12-31
    13F 5,088 shares
    Change vs previous 13F -93 shares

    0.03% of the 13F portfolio, value $471,199.

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

    • Colonial Trust Advisors: 2,412 shares
    • Colonial Trust Co / SC: 2,676 shares

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

  8. period ended2024-09-30
    13F 5,181 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $538,513.

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

    • Colonial Trust Advisors: 2,412 shares
    • Colonial Trust Co / SC: 2,769 shares

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