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Colonial Trust Advisors: SONY position timeline

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

Colonial Trust Advisors held 2,777 SONY 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 2,777 shares
    Change vs previous 13F -15 shares

    <0.01% of the 13F portfolio, value $55,707.

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

    • Colonial Trust Advisors: 100 shares
    • Colonial Trust Co / SC: 2,677 shares

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

  2. period ended2026-03-31
    13F 2,792 shares
    Change vs previous 13F +177 shares

    <0.01% of the 13F portfolio, value $57,794.

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

    • Colonial Trust Advisors: 100 shares
    • Colonial Trust Co / SC: 2,692 shares

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

  3. period ended2025-12-31
    13F 2,615 shares
    Change vs previous 13F -195 shares

    <0.01% of the 13F portfolio, value $66,944.

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

    • Colonial Trust Advisors: 100 shares
    • Colonial Trust Co / SC: 2,515 shares

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

  4. period ended2025-09-30
    13F 2,810 shares
    Change vs previous 13F -195 shares

    <0.01% of the 13F portfolio, value $80,900.

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

    • Colonial Trust Advisors: 190 shares
    • Colonial Trust Co / SC: 2,620 shares

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

  5. period ended2025-06-30
    13F 3,005 shares
    Change vs previous 13F -104 shares

    <0.01% of the 13F portfolio, value $78,220.

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

    • Colonial Trust Advisors: 190 shares
    • Colonial Trust Co / SC: 2,815 shares

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

  6. period ended2025-03-31
    13F 3,109 shares
    Change vs previous 13F -34 shares

    <0.01% of the 13F portfolio, value $78,937.

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

    • Colonial Trust Advisors: 190 shares
    • Colonial Trust Co / SC: 2,919 shares

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

  7. period ended2024-12-31
    13F 3,143 shares
    Change vs previous 13F +2,555 shares

    <0.01% of the 13F portfolio, value $66,505.

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

    • Colonial Trust Advisors: 190 shares
    • Colonial Trust Co / SC: 2,953 shares

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

  8. period ended2024-09-30
    13F 588 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $56,783.

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

    • Colonial Trust Advisors: 18 shares
    • Colonial Trust Co / SC: 570 shares

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