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Disclosery

Colonial Trust Advisors: ST position timeline

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

Colonial Trust Advisors held 107 ST 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 107 shares
    Change vs previous 13F -24 shares

    <0.01% of the 13F portfolio, value $5,017.

    13F-HR 0001398344-26-013987 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).

  2. period ended2026-03-31
    13F 131 shares
    Change vs previous 13F -90 shares

    <0.01% of the 13F portfolio, value $4,614.

    13F-HR 0001398344-26-009002 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: 131 shares

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

  3. period ended2025-12-31
    13F 221 shares
    Change vs previous 13F -115 shares

    <0.01% of the 13F portfolio, value $7,364.

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

    • Colonial Trust Advisors: 133 shares
    • Colonial Trust Co / SC: 88 shares

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

  4. period ended2025-09-30
    13F 336 shares
    Change vs previous 13F +21 shares

    <0.01% of the 13F portfolio, value $10,271.

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

    • Colonial Trust Advisors: 148 shares
    • Colonial Trust Co / SC: 188 shares

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

  5. period ended2025-06-30
    13F 315 shares
    Change vs previous 13F -626 shares

    <0.01% of the 13F portfolio, value $9,485.

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

    • Colonial Trust Advisors: 215 shares
    • Colonial Trust Co / SC: 100 shares

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

  6. period ended2025-03-31
    13F 941 shares
    Change vs previous 13F +29 shares

    <0.01% of the 13F portfolio, value $22,838.

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

    • Colonial Trust Advisors: 385 shares
    • Colonial Trust Co / SC: 556 shares

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

  7. period ended2024-12-31
    13F 912 shares
    Change vs previous 13F -70,100 shares

    <0.01% of the 13F portfolio, value $24,975.

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

    • Colonial Trust Advisors: 412 shares
    • Colonial Trust Co / SC: 500 shares

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

  8. period ended2024-09-30
    13F 71,012 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,546,489.

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

    • Colonial Trust Advisors: 49,041 shares
    • Colonial Trust Co / SC: 21,971 shares

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