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Colonial Trust Advisors: PEP position timeline

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

Colonial Trust Advisors held 87,657 PEP 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 87,657 shares
    Change vs previous 13F -4,697 shares

    0.53% of the 13F portfolio, value $11,868,747.

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

    • Colonial Trust Advisors: 67,514 shares
    • Colonial Trust Co / SC: 20,143 shares

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

  2. period ended2026-03-31
    13F 92,354 shares
    Change vs previous 13F -7,356 shares

    0.71% of the 13F portfolio, value $14,341,586.

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

    • Colonial Trust Advisors: 69,489 shares
    • Colonial Trust Co / SC: 22,865 shares

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

  3. period ended2025-12-31
    13F 99,710 shares
    Change vs previous 13F -14,359 shares

    0.69% of the 13F portfolio, value $14,310,304.

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

    • Colonial Trust Advisors: 74,283 shares
    • Colonial Trust Co / SC: 25,427 shares

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

  4. period ended2025-09-30
    13F 114,069 shares
    Change vs previous 13F -10,855 shares

    0.78% of the 13F portfolio, value $16,019,810.

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

    • Colonial Trust Advisors: 81,669 shares
    • Colonial Trust Co / SC: 32,400 shares

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

  5. period ended2025-06-30
    13F 124,924 shares
    Change vs previous 13F -8,913 shares

    0.87% of the 13F portfolio, value $16,495,009.

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

    • Colonial Trust Advisors: 87,729 shares
    • Colonial Trust Co / SC: 37,195 shares

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

  6. period ended2025-03-31
    13F 133,837 shares
    Change vs previous 13F +3,198 shares

    1.13% of the 13F portfolio, value $20,067,490.

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

    • Colonial Trust Advisors: 92,865 shares
    • Colonial Trust Co / SC: 40,972 shares

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

  7. period ended2024-12-31
    13F 130,639 shares
    Change vs previous 13F -1,343 shares

    1.1% of the 13F portfolio, value $19,865,016.

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

    • Colonial Trust Advisors: 89,696 shares
    • Colonial Trust Co / SC: 40,943 shares

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

  8. period ended2024-09-30
    13F 131,982 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $22,443,589.

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

    • Colonial Trust Advisors: 93,374 shares
    • Colonial Trust Co / SC: 38,608 shares

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