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Disclosery

Colonial Trust Advisors: PEY position timeline

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

Colonial Trust Advisors held 20,859 PEY 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 20,859 shares
    Change vs previous 13F -88 shares

    0.06% of the 13F portfolio, value $488,726.

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

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

  2. period ended2026-03-31
    13F 20,947 shares
    Change vs previous 13F -231 shares

    0.06% of the 13F portfolio, value $444,914.

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

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

  3. period ended2025-12-31
    13F 21,178 shares
    Change vs previous 13F -119 shares

    0.06% of the 13F portfolio, value $434,573.

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

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

  4. period ended2025-09-30
    13F 21,297 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $446,385.

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

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

  5. period ended2025-06-30
    13F 21,297 shares
    Change vs previous 13F +5,594 shares

    0.06% of the 13F portfolio, value $434,672.

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

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

  6. period ended2025-03-31
    13F 15,703 shares
    Change vs previous 13F -4,057 shares

    0.05% of the 13F portfolio, value $334,317.

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

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

  7. period ended2024-12-31
    13F 19,760 shares
    Change vs previous 13F -234 shares

    0.06% of the 13F portfolio, value $418,319.

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

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

  8. period ended2024-09-30
    13F 19,994 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $437,069.

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

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