Colonial Trust Advisors: PH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Colonial Trust Advisors on PH, newest first. How the timeline and the estimate are built.
Colonial Trust Advisors held 579 PH shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 579 sharesChange vs previous 13F +34 shares
0.03% of the 13F portfolio, value $566,087.
13F-HR 0001398344-26-013987 filed by Colonial Trust Co / SC
Filed (acceptance time not in the bulk data set), ingested- Colonial Trust Advisors: 288 shares
- Colonial Trust Co / SC: 291 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 545 sharesChange vs previous 13F -3 shares
0.02% of the 13F portfolio, value $487,682.
13F-HR 0001398344-26-009002 filed by Colonial Trust Co / SC
Filed (acceptance time not in the bulk data set), ingested- Colonial Trust Advisors: 257 shares
- Colonial Trust Co / SC: 288 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 548 sharesChange vs previous 13F -2 shares
0.02% of the 13F portfolio, value $481,451.
13F-HR 0001398344-26-002826 filed by Colonial Trust Co / SC
Filed (acceptance time not in the bulk data set), ingested- Colonial Trust Advisors: 257 shares
- Colonial Trust Co / SC: 291 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 550 sharesChange vs previous 13F 0 shares
0.02% of the 13F portfolio, value $416,793.
13F-HR 0001398344-25-020619 filed by Colonial Trust Co / SC
Filed (acceptance time not in the bulk data set), ingested- Colonial Trust Advisors: 257 shares
- Colonial Trust Co / SC: 293 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 550 sharesChange vs previous 13F +98 shares
0.02% of the 13F portfolio, value $383,984.
13F-HR 0001398344-25-015191 filed by Colonial Trust Co / SC
Filed (acceptance time not in the bulk data set), ingested- Colonial Trust Advisors: 257 shares
- Colonial Trust Co / SC: 293 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 452 sharesChange vs previous 13F -175 shares
0.02% of the 13F portfolio, value $274,748.
13F-HR 0001398344-25-009321 filed by Colonial Trust Co / SC
Filed (acceptance time not in the bulk data set), ingested- Colonial Trust Advisors: 157 shares
- Colonial Trust Co / SC: 295 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 627 sharesChange vs previous 13F +12 shares
0.02% of the 13F portfolio, value $398,791.
13F-HR 0001398344-25-002790 filed by Colonial Trust Co / SC
Filed (acceptance time not in the bulk data set), ingested- Colonial Trust Advisors: 157 shares
- Colonial Trust Co / SC: 470 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 615 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $388,497.
13F-HR 0001398344-24-020483 filed by Colonial Trust Co / SC
Filed (acceptance time not in the bulk data set), ingested- Colonial Trust Advisors: 189 shares
- Colonial Trust Co / SC: 426 shares
Acceptance time not in the bulk data set (spec §4.2).