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Colonial Trust Advisors: SPGI position timeline

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

Colonial Trust Advisors held 12,151 SPGI 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 12,151 shares
    Change vs previous 13F -371 shares

    0.22% of the 13F portfolio, value $4,948,559.

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

    • Colonial Trust Advisors: 10,102 shares
    • Colonial Trust Co / SC: 2,049 shares

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

  2. period ended2026-03-31
    13F 12,522 shares
    Change vs previous 13F -561 shares

    0.26% of the 13F portfolio, value $5,326,396.

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

    • Colonial Trust Advisors: 10,500 shares
    • Colonial Trust Co / SC: 2,022 shares

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

  3. period ended2025-12-31
    13F 13,083 shares
    Change vs previous 13F -455 shares

    0.33% of the 13F portfolio, value $6,837,191.

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

    • Colonial Trust Advisors: 10,899 shares
    • Colonial Trust Co / SC: 2,184 shares

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

  4. period ended2025-09-30
    13F 13,538 shares
    Change vs previous 13F -535 shares

    0.32% of the 13F portfolio, value $6,588,955.

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

    • Colonial Trust Advisors: 11,314 shares
    • Colonial Trust Co / SC: 2,224 shares

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

  5. period ended2025-06-30
    13F 14,073 shares
    Change vs previous 13F -190 shares

    0.39% of the 13F portfolio, value $7,420,561.

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

    • Colonial Trust Advisors: 11,862 shares
    • Colonial Trust Co / SC: 2,211 shares

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

  6. period ended2025-03-31
    13F 14,263 shares
    Change vs previous 13F -360 shares

    0.41% of the 13F portfolio, value $7,247,025.

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

    • Colonial Trust Advisors: 11,989 shares
    • Colonial Trust Co / SC: 2,274 shares

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

  7. period ended2024-12-31
    13F 14,623 shares
    Change vs previous 13F -243 shares

    0.4% of the 13F portfolio, value $7,282,778.

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

    • Colonial Trust Advisors: 12,315 shares
    • Colonial Trust Co / SC: 2,308 shares

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

  8. period ended2024-09-30
    13F 14,866 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $7,680,022.

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

    • Colonial Trust Advisors: 12,787 shares
    • Colonial Trust Co / SC: 2,079 shares

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