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Colonial Trust Advisors: SUB position timeline

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

Colonial Trust Advisors held 10,348 SUB 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 10,348 shares
    Change vs previous 13F -636 shares

    0.05% of the 13F portfolio, value $1,101,751.

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

    • Colonial Trust Advisors: 5,045 shares
    • Colonial Trust Co / SC: 5,303 shares

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

  2. period ended2026-03-31
    13F 10,984 shares
    Change vs previous 13F +588 shares

    0.06% of the 13F portfolio, value $1,169,796.

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

    • Colonial Trust Advisors: 5,020 shares
    • Colonial Trust Co / SC: 5,964 shares

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

  3. period ended2025-12-31
    13F 10,396 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,109,253.

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

    • Colonial Trust Advisors: 5,020 shares
    • Colonial Trust Co / SC: 5,376 shares

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

  4. period ended2025-09-30
    13F 10,396 shares
    Change vs previous 13F +10 shares

    0.05% of the 13F portfolio, value $1,110,085.

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

    • Colonial Trust Advisors: 5,020 shares
    • Colonial Trust Co / SC: 5,376 shares

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

  5. period ended2025-06-30
    13F 10,386 shares
    Change vs previous 13F +520 shares

    0.06% of the 13F portfolio, value $1,104,447.

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

    • Colonial Trust Advisors: 5,020 shares
    • Colonial Trust Co / SC: 5,366 shares

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

  6. period ended2025-03-31
    13F 9,866 shares
    Change vs previous 13F -150 shares

    0.06% of the 13F portfolio, value $1,041,850.

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

    • Colonial Trust Advisors: 5,020 shares
    • Colonial Trust Co / SC: 4,846 shares

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

  7. period ended2024-12-31
    13F 10,016 shares
    Change vs previous 13F +754 shares

    0.06% of the 13F portfolio, value $1,056,453.

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

    • Colonial Trust Advisors: 5,239 shares
    • Colonial Trust Co / SC: 4,777 shares

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

  8. period ended2024-09-30
    13F 9,262 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $983,539.

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

    • Colonial Trust Advisors: 5,237 shares
    • Colonial Trust Co / SC: 4,025 shares

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