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Colonial Trust Advisors: SLQD position timeline

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

Colonial Trust Advisors held 527,002 SLQD 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 527,002 shares
    Change vs previous 13F +21,286 shares

    1.19% of the 13F portfolio, value $26,545,100.

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

    • Colonial Trust Advisors: 327,118 shares
    • Colonial Trust Co / SC: 199,884 shares

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

  2. period ended2026-03-31
    13F 505,716 shares
    Change vs previous 13F +33,506 shares

    1.26% of the 13F portfolio, value $25,533,609.

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

    • Colonial Trust Advisors: 313,171 shares
    • Colonial Trust Co / SC: 192,545 shares

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

  3. period ended2025-12-31
    13F 472,210 shares
    Change vs previous 13F +10,873 shares

    1.15% of the 13F portfolio, value $23,941,050.

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

    • Colonial Trust Advisors: 292,855 shares
    • Colonial Trust Co / SC: 179,355 shares

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

  4. period ended2025-09-30
    13F 461,337 shares
    Change vs previous 13F +27,207 shares

    1.15% of the 13F portfolio, value $23,449,768.

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

    • Colonial Trust Advisors: 286,165 shares
    • Colonial Trust Co / SC: 175,172 shares

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

  5. period ended2025-06-30
    13F 434,130 shares
    Change vs previous 13F +18,615 shares

    1.16% of the 13F portfolio, value $21,962,628.

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

    • Colonial Trust Advisors: 270,227 shares
    • Colonial Trust Co / SC: 163,903 shares

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

  6. period ended2025-03-31
    13F 415,515 shares
    Change vs previous 13F +34,024 shares

    1.18% of the 13F portfolio, value $20,892,052.

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

    • Colonial Trust Advisors: 256,394 shares
    • Colonial Trust Co / SC: 159,121 shares

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

  7. period ended2024-12-31
    13F 381,491 shares
    Change vs previous 13F +17,256 shares

    1.05% of the 13F portfolio, value $18,975,387.

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

    • Colonial Trust Advisors: 231,712 shares
    • Colonial Trust Co / SC: 149,779 shares

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

  8. period ended2024-09-30
    13F 364,235 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $18,368,328.

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

    • Colonial Trust Advisors: 222,033 shares
    • Colonial Trust Co / SC: 142,202 shares

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