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Colonial Trust Advisors: PPL position timeline

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

Colonial Trust Advisors held 1,066 PPL 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 1,066 shares
    Change vs previous 13F +408 shares

    <0.01% of the 13F portfolio, value $38,750.

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

    • Colonial Trust Advisors: 753 shares
    • Colonial Trust Co / SC: 313 shares

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

  2. period ended2026-03-31
    13F 658 shares
    Change vs previous 13F +352 shares

    <0.01% of the 13F portfolio, value $25,136.

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

    • Colonial Trust Advisors: 353 shares
    • Colonial Trust Co / SC: 305 shares

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

  3. period ended2025-12-31
    13F 306 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $10,716.

    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 308 shares
    Change vs previous 13F +33 shares

    <0.01% of the 13F portfolio, value $11,445.

    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 275 shares
    Change vs previous 13F -11 shares

    <0.01% of the 13F portfolio, value $9,320.

    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 286 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $10,327.

    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 287 shares
    Change vs previous 13F +49 shares

    <0.01% of the 13F portfolio, value $9,316.

    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 238 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,825.

    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).