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Colonial Trust Advisors: PWR position timeline

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

Colonial Trust Advisors held 217 PWR 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 217 shares
    Change vs previous 13F -30 shares

    0.01% of the 13F portfolio, value $156,334.

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

    • Colonial Trust Advisors: 82 shares
    • Colonial Trust Co / SC: 135 shares

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

  2. period ended2026-03-31
    13F 247 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $135,511.

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

    • Colonial Trust Advisors: 82 shares
    • Colonial Trust Co / SC: 165 shares

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

  3. period ended2025-12-31
    13F 239 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $100,989.

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

    • Colonial Trust Advisors: 82 shares
    • Colonial Trust Co / SC: 157 shares

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

  4. period ended2025-09-30
    13F 239 shares
    Change vs previous 13F +19 shares

    <0.01% of the 13F portfolio, value $99,160.

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

    • Colonial Trust Advisors: 82 shares
    • Colonial Trust Co / SC: 157 shares

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

  5. period ended2025-06-30
    13F 220 shares
    Change vs previous 13F -60 shares

    <0.01% of the 13F portfolio, value $83,282.

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

    • Colonial Trust Advisors: 61 shares
    • Colonial Trust Co / SC: 159 shares

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

  6. period ended2025-03-31
    13F 280 shares
    Change vs previous 13F +141 shares

    <0.01% of the 13F portfolio, value $71,224.

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

    • Colonial Trust Advisors: 122 shares
    • Colonial Trust Co / SC: 158 shares

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

  7. period ended2024-12-31
    13F 139 shares
    Change vs previous 13F -196 shares

    <0.01% of the 13F portfolio, value $43,801.

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

    • Colonial Trust Advisors: 122 shares
    • Colonial Trust Co / SC: 17 shares

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

  8. period ended2024-09-30
    13F 335 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $99,918.

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

    • Colonial Trust Advisors: 322 shares
    • Colonial Trust Co / SC: 13 shares

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