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Colonial Trust Advisors: PEG position timeline

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

Colonial Trust Advisors held 1,033 PEG 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 1,033 shares
    Change vs previous 13F -5 shares

    <0.01% of the 13F portfolio, value $83,838.

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

    • Colonial Trust Advisors: 600 shares
    • Colonial Trust Co / SC: 433 shares

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

  2. period ended2026-03-31
    13F 1,038 shares
    Change vs previous 13F -187 shares

    <0.01% of the 13F portfolio, value $84,026.

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

    • Colonial Trust Advisors: 600 shares
    • Colonial Trust Co / SC: 438 shares

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

  3. period ended2025-12-31
    13F 1,225 shares
    Change vs previous 13F +52 shares

    <0.01% of the 13F portfolio, value $98,368.

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

    • Colonial Trust Advisors: 600 shares
    • Colonial Trust Co / SC: 625 shares

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

  4. period ended2025-09-30
    13F 1,173 shares
    Change vs previous 13F +121 shares

    <0.01% of the 13F portfolio, value $97,899.

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

    • Colonial Trust Advisors: 600 shares
    • Colonial Trust Co / SC: 573 shares

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

  5. period ended2025-06-30
    13F 1,052 shares
    Change vs previous 13F +136 shares

    <0.01% of the 13F portfolio, value $88,557.

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

    • Colonial Trust Advisors: 600 shares
    • Colonial Trust Co / SC: 452 shares

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

  6. period ended2025-03-31
    13F 916 shares
    Change vs previous 13F -109 shares

    <0.01% of the 13F portfolio, value $75,387.

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

    • Colonial Trust Advisors: 600 shares
    • Colonial Trust Co / SC: 316 shares

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

  7. period ended2024-12-31
    13F 1,025 shares
    Change vs previous 13F -249 shares

    <0.01% of the 13F portfolio, value $86,602.

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

    • Colonial Trust Advisors: 706 shares
    • Colonial Trust Co / SC: 319 shares

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

  8. period ended2024-09-30
    13F 1,274 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $113,357.

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

    • Colonial Trust Advisors: 965 shares
    • Colonial Trust Co / SC: 309 shares

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