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Colonial Trust Advisors: QQQ position timeline

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

Colonial Trust Advisors held 2,872 QQQ 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 2,872 shares
    Change vs previous 13F +52 shares

    0.1% of the 13F portfolio, value $2,114,874.

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

    • Colonial Trust Advisors: 1,478 shares
    • Colonial Trust Co / SC: 1,394 shares

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

  2. period ended2026-03-31
    13F 2,820 shares
    Change vs previous 13F +18 shares

    0.08% of the 13F portfolio, value $1,627,595.

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

    • Colonial Trust Advisors: 873 shares
    • Colonial Trust Co / SC: 1,947 shares

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

  3. period ended2025-12-31
    13F 2,802 shares
    Change vs previous 13F +78 shares

    0.08% of the 13F portfolio, value $1,721,660.

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

    • Colonial Trust Advisors: 918 shares
    • Colonial Trust Co / SC: 1,884 shares

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

  4. period ended2025-09-30
    13F 2,724 shares
    Change vs previous 13F -159 shares

    0.08% of the 13F portfolio, value $1,635,412.

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

    • Colonial Trust Advisors: 916 shares
    • Colonial Trust Co / SC: 1,808 shares

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

  5. period ended2025-06-30
    13F 2,883 shares
    Change vs previous 13F +8 shares

    0.08% of the 13F portfolio, value $1,590,232.

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

    • Colonial Trust Advisors: 1,080 shares
    • Colonial Trust Co / SC: 1,803 shares

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

  6. period ended2025-03-31
    13F 2,875 shares
    Change vs previous 13F +289 shares

    0.08% of the 13F portfolio, value $1,347,834.

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

    • Colonial Trust Advisors: 1,072 shares
    • Colonial Trust Co / SC: 1,803 shares

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

  7. period ended2024-12-31
    13F 2,586 shares
    Change vs previous 13F -17 shares

    0.07% of the 13F portfolio, value $1,321,703.

    13F-HR 0001398344-25-002790 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 870 shares
    • Colonial Trust Co / SC: 1,716 shares

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

  8. period ended2024-09-30
    13F 2,603 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,270,267.

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

    • Colonial Trust Advisors: 842 shares
    • Colonial Trust Co / SC: 1,761 shares

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