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Disclosery

Colonial Trust Advisors: SPDW position timeline

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

Colonial Trust Advisors held 7,960 SPDW 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 7,960 shares
    Change vs previous 13F -12,235 shares

    0.02% of the 13F portfolio, value $401,105.

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

    • Colonial Trust Advisors: 1,015 shares
    • Colonial Trust Co / SC: 6,945 shares

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

  2. period ended2026-03-31
    13F 20,195 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $921,902.

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

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

  3. period ended2025-12-31
    13F 20,195 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $896,860.

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

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

  4. period ended2025-09-30
    13F 20,195 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $864,144.

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

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

  5. period ended2025-06-30
    13F 20,195 shares
    Change vs previous 13F -573 shares

    0.12% of the 13F portfolio, value $817,696.

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

    • Colonial Trust Advisors: 0 shares
    • Colonial Trust Co / SC: 20,195 shares

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

  6. period ended2025-03-31
    13F 20,768 shares
    Change vs previous 13F +13 shares

    0.04% of the 13F portfolio, value $756,163.

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

    • Colonial Trust Advisors: 13 shares
    • Colonial Trust Co / SC: 20,755 shares

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

  7. period ended2024-12-31
    13F 20,755 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $708,368.

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

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

  8. period ended2024-09-30
    13F 20,755 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $779,558.

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

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