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Colonial Trust Advisors: SRE position timeline

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

Colonial Trust Advisors held 20,120 SRE 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 20,120 shares
    Change vs previous 13F -366 shares

    0.08% of the 13F portfolio, value $1,865,259.

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

    • Colonial Trust Advisors: 17,290 shares
    • Colonial Trust Co / SC: 2,830 shares

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

  2. period ended2026-03-31
    13F 20,486 shares
    Change vs previous 13F -1,293 shares

    0.1% of the 13F portfolio, value $1,990,573.

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

    • Colonial Trust Advisors: 17,656 shares
    • Colonial Trust Co / SC: 2,830 shares

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

  3. period ended2025-12-31
    13F 21,779 shares
    Change vs previous 13F -629 shares

    0.09% of the 13F portfolio, value $1,922,840.

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

    • Colonial Trust Advisors: 18,996 shares
    • Colonial Trust Co / SC: 2,783 shares

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

  4. period ended2025-09-30
    13F 22,408 shares
    Change vs previous 13F -1,668 shares

    0.1% of the 13F portfolio, value $2,016,299.

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

    • Colonial Trust Advisors: 19,622 shares
    • Colonial Trust Co / SC: 2,786 shares

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

  5. period ended2025-06-30
    13F 24,076 shares
    Change vs previous 13F -785 shares

    0.1% of the 13F portfolio, value $1,824,243.

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

    • Colonial Trust Advisors: 21,220 shares
    • Colonial Trust Co / SC: 2,856 shares

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

  6. period ended2025-03-31
    13F 24,861 shares
    Change vs previous 13F -3,075 shares

    0.1% of the 13F portfolio, value $1,774,147.

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

    • Colonial Trust Advisors: 21,717 shares
    • Colonial Trust Co / SC: 3,144 shares

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

  7. period ended2024-12-31
    13F 27,936 shares
    Change vs previous 13F -97 shares

    0.14% of the 13F portfolio, value $2,450,622.

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

    • Colonial Trust Advisors: 22,172 shares
    • Colonial Trust Co / SC: 5,764 shares

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

  8. period ended2024-09-30
    13F 28,033 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,344,419.

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

    • Colonial Trust Advisors: 22,770 shares
    • Colonial Trust Co / SC: 5,263 shares

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