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Colonial Trust Advisors: PHYS position timeline

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

Colonial Trust Advisors held 5,450 PHYS 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 5,450 shares
    Change vs previous 13F +450 shares

    0.01% of the 13F portfolio, value $164,427.

    13F-HR 0001398344-26-013984 filed by Colonial Trust Advisors
    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 5,000 shares
    Change vs previous 13F -3,624 shares

    0.01% of the 13F portfolio, value $177,200.

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

    • Colonial Trust Advisors: 5,000 shares
    • Colonial Trust Co / SC: 0 shares

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

  3. period ended2025-12-31
    13F 8,624 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $284,764.

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

    • Colonial Trust Advisors: 5,000 shares
    • Colonial Trust Co / SC: 3,624 shares

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

  4. period ended2025-09-30
    13F 8,624 shares
    Change vs previous 13F -1,058 shares

    0.01% of the 13F portfolio, value $255,443.

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

    • Colonial Trust Advisors: 5,000 shares
    • Colonial Trust Co / SC: 3,624 shares

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

  5. period ended2025-06-30
    13F 9,682 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $245,439.

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

    • Colonial Trust Advisors: 5,000 shares
    • Colonial Trust Co / SC: 4,682 shares

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

  6. period ended2025-03-31
    13F 9,682 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $232,949.

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

    • Colonial Trust Advisors: 5,000 shares
    • Colonial Trust Co / SC: 4,682 shares

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

  7. period ended2024-12-31
    13F 9,682 shares
    Change vs previous 13F -500 shares

    0.01% of the 13F portfolio, value $194,995.

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

    • Colonial Trust Advisors: 5,000 shares
    • Colonial Trust Co / SC: 4,682 shares

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

  8. period ended2024-09-30
    13F 10,182 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $207,509.

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

    • Colonial Trust Advisors: 5,000 shares
    • Colonial Trust Co / SC: 5,182 shares

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