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Colonial Trust Advisors: SPY position timeline

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

Colonial Trust Advisors held 9,409 SPY 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 9,409 shares
    Change vs previous 13F -1,535 shares

    0.32% of the 13F portfolio, value $7,026,457.

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

    • Colonial Trust Advisors: 4,776 shares
    • Colonial Trust Co / SC: 4,633 shares

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

  2. period ended2026-03-31
    13F 10,944 shares
    Change vs previous 13F -20 shares

    0.35% of the 13F portfolio, value $7,117,673.

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

    • Colonial Trust Advisors: 4,723 shares
    • Colonial Trust Co / SC: 6,221 shares

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

  3. period ended2025-12-31
    13F 10,964 shares
    Change vs previous 13F +222 shares

    0.36% of the 13F portfolio, value $7,476,271.

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

    • Colonial Trust Advisors: 4,722 shares
    • Colonial Trust Co / SC: 6,242 shares

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

  4. period ended2025-09-30
    13F 10,742 shares
    Change vs previous 13F +1,783 shares

    0.35% of the 13F portfolio, value $7,156,574.

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

    • Colonial Trust Advisors: 4,503 shares
    • Colonial Trust Co / SC: 6,239 shares

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

  5. period ended2025-06-30
    13F 8,959 shares
    Change vs previous 13F +83 shares

    0.29% of the 13F portfolio, value $5,535,133.

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

    • Colonial Trust Advisors: 2,700 shares
    • Colonial Trust Co / SC: 6,259 shares

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

  6. period ended2025-03-31
    13F 8,876 shares
    Change vs previous 13F -48 shares

    0.28% of the 13F portfolio, value $4,965,037.

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

    • Colonial Trust Advisors: 2,658 shares
    • Colonial Trust Co / SC: 6,218 shares

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

  7. period ended2024-12-31
    13F 8,924 shares
    Change vs previous 13F -48 shares

    0.29% of the 13F portfolio, value $5,229,991.

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

    • Colonial Trust Advisors: 2,658 shares
    • Colonial Trust Co / SC: 6,266 shares

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

  8. period ended2024-09-30
    13F 8,972 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $5,148,011.

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

    • Colonial Trust Advisors: 2,660 shares
    • Colonial Trust Co / SC: 6,312 shares

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