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Disclosery

Colonial Trust Advisors: PRFZ position timeline

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

Colonial Trust Advisors held 7,470 PRFZ 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 7,470 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $416,433.

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

    • Colonial Trust Advisors: 7,150 shares
    • Colonial Trust Co / SC: 320 shares

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

  2. period ended2026-03-31
    13F 7,470 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $342,200.

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

    • Colonial Trust Advisors: 7,150 shares
    • Colonial Trust Co / SC: 320 shares

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

  3. period ended2025-12-31
    13F 7,470 shares
    Change vs previous 13F -11 shares

    0.02% of the 13F portfolio, value $342,935.

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

    • Colonial Trust Advisors: 7,150 shares
    • Colonial Trust Co / SC: 320 shares

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

  4. period ended2025-09-30
    13F 7,481 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $339,794.

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

    • Colonial Trust Advisors: 7,150 shares
    • Colonial Trust Co / SC: 331 shares

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

  5. period ended2025-06-30
    13F 7,481 shares
    Change vs previous 13F -128 shares

    0.02% of the 13F portfolio, value $304,249.

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

    • Colonial Trust Advisors: 7,150 shares
    • Colonial Trust Co / SC: 331 shares

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

  6. period ended2025-03-31
    13F 7,609 shares
    Change vs previous 13F -116 shares

    0.02% of the 13F portfolio, value $288,113.

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

    • Colonial Trust Advisors: 7,150 shares
    • Colonial Trust Co / SC: 459 shares

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

  7. period ended2024-12-31
    13F 7,725 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $321,432.

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

    • Colonial Trust Advisors: 7,150 shares
    • Colonial Trust Co / SC: 575 shares

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

  8. period ended2024-09-30
    13F 7,725 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $320,917.

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

    • Colonial Trust Advisors: 7,150 shares
    • Colonial Trust Co / SC: 575 shares

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