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Disclosery

Colonial Trust Advisors: SHOP position timeline

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

Colonial Trust Advisors held 1,110 SHOP 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 1,110 shares
    Change vs previous 13F +103 shares

    0.01% of the 13F portfolio, value $126,743.

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

    • Colonial Trust Advisors: 593 shares
    • Colonial Trust Co / SC: 517 shares

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

  2. period ended2026-03-31
    13F 1,007 shares
    Change vs previous 13F +40 shares

    0.01% of the 13F portfolio, value $119,453.

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

    • Colonial Trust Advisors: 653 shares
    • Colonial Trust Co / SC: 354 shares

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

  3. period ended2025-12-31
    13F 967 shares
    Change vs previous 13F +207 shares

    0.01% of the 13F portfolio, value $155,607.

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

    • Colonial Trust Advisors: 520 shares
    • Colonial Trust Co / SC: 447 shares

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

  4. period ended2025-09-30
    13F 760 shares
    Change vs previous 13F -31 shares

    0.01% of the 13F portfolio, value $112,897.

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

    • Colonial Trust Advisors: 420 shares
    • Colonial Trust Co / SC: 340 shares

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

  5. period ended2025-06-30
    13F 791 shares
    Change vs previous 13F -662 shares

    <0.01% of the 13F portfolio, value $91,277.

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

    • Colonial Trust Advisors: 560 shares
    • Colonial Trust Co / SC: 231 shares

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

  6. period ended2025-03-31
    13F 1,453 shares
    Change vs previous 13F +931 shares

    0.01% of the 13F portfolio, value $138,738.

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

    • Colonial Trust Advisors: 560 shares
    • Colonial Trust Co / SC: 893 shares

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

  7. period ended2024-12-31
    13F 522 shares
    Change vs previous 13F -275 shares

    <0.01% of the 13F portfolio, value $55,549.

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

    • Colonial Trust Advisors: 260 shares
    • Colonial Trust Co / SC: 262 shares

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

  8. period ended2024-09-30
    13F 797 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $63,878.

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

    • Colonial Trust Advisors: 535 shares
    • Colonial Trust Co / SC: 262 shares

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