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Colonial Trust Advisors: SPG position timeline

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

Colonial Trust Advisors held 351 SPG 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 351 shares
    Change vs previous 13F -18 shares

    <0.01% of the 13F portfolio, value $79,144.

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

    • Colonial Trust Advisors: 50 shares
    • Colonial Trust Co / SC: 301 shares

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

  2. period ended2026-03-31
    13F 369 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $68,178.

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

    • Colonial Trust Advisors: 50 shares
    • Colonial Trust Co / SC: 319 shares

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

  3. period ended2025-12-31
    13F 366 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $67,978.

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

    • Colonial Trust Advisors: 50 shares
    • Colonial Trust Co / SC: 316 shares

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

  4. period ended2025-09-30
    13F 368 shares
    Change vs previous 13F +65 shares

    <0.01% of the 13F portfolio, value $68,762.

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

    • Colonial Trust Advisors: 50 shares
    • Colonial Trust Co / SC: 318 shares

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

  5. period ended2025-06-30
    13F 303 shares
    Change vs previous 13F +83 shares

    <0.01% of the 13F portfolio, value $48,709.

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

    • Colonial Trust Advisors: 50 shares
    • Colonial Trust Co / SC: 253 shares

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

  6. period ended2025-03-31
    13F 220 shares
    Change vs previous 13F -39 shares

    <0.01% of the 13F portfolio, value $36,253.

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

    • Colonial Trust Advisors: 50 shares
    • Colonial Trust Co / SC: 170 shares

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

  7. period ended2024-12-31
    13F 259 shares
    Change vs previous 13F +57 shares

    <0.01% of the 13F portfolio, value $45,050.

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

    • Colonial Trust Advisors: 50 shares
    • Colonial Trust Co / SC: 209 shares

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

  8. period ended2024-09-30
    13F 202 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $33,064.

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

    • Colonial Trust Advisors: 50 shares
    • Colonial Trust Co / SC: 152 shares

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