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Disclosery

Colonial Trust Advisors: STZ position timeline

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

Colonial Trust Advisors held 92 STZ 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 92 shares
    Change vs previous 13F -1,000 shares

    <0.01% of the 13F portfolio, value $12,833.

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

    • Colonial Trust Advisors: 26 shares
    • Colonial Trust Co / SC: 66 shares

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

  2. period ended2026-03-31
    13F 1,092 shares
    Change vs previous 13F -30 shares

    0.01% of the 13F portfolio, value $163,833.

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

    • Colonial Trust Advisors: 26 shares
    • Colonial Trust Co / SC: 1,066 shares

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

  3. period ended2025-12-31
    13F 1,122 shares
    Change vs previous 13F +6 shares

    0.01% of the 13F portfolio, value $154,816.

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

    • Colonial Trust Advisors: 56 shares
    • Colonial Trust Co / SC: 1,066 shares

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

  4. period ended2025-09-30
    13F 1,116 shares
    Change vs previous 13F -391 shares

    0.01% of the 13F portfolio, value $150,327.

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

    • Colonial Trust Advisors: 83 shares
    • Colonial Trust Co / SC: 1,033 shares

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

  5. period ended2025-06-30
    13F 1,507 shares
    Change vs previous 13F +142 shares

    0.01% of the 13F portfolio, value $245,224.

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

    • Colonial Trust Advisors: 177 shares
    • Colonial Trust Co / SC: 1,330 shares

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

  6. period ended2025-03-31
    13F 1,365 shares
    Change vs previous 13F +163 shares

    0.01% of the 13F portfolio, value $250,524.

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

    • Colonial Trust Advisors: 166 shares
    • Colonial Trust Co / SC: 1,199 shares

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

  7. period ended2024-12-31
    13F 1,202 shares
    Change vs previous 13F +336 shares

    0.01% of the 13F portfolio, value $265,642.

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

    • Colonial Trust Advisors: 135 shares
    • Colonial Trust Co / SC: 1,067 shares

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

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

    0.01% of the 13F portfolio, value $223,066.

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

    • Colonial Trust Advisors: 135 shares
    • Colonial Trust Co / SC: 731 shares

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