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Disclosery

Colonial Trust Advisors: TD position timeline

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

Colonial Trust Advisors held 1,382 TD 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 1,382 shares
    Change vs previous 13F -47 shares

    0.01% of the 13F portfolio, value $167,840.

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

    • Colonial Trust Advisors: 515 shares
    • Colonial Trust Co / SC: 867 shares

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

  2. period ended2026-03-31
    13F 1,429 shares
    Change vs previous 13F -556 shares

    0.01% of the 13F portfolio, value $133,372.

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

    • Colonial Trust Advisors: 566 shares
    • Colonial Trust Co / SC: 863 shares

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

  3. period ended2025-12-31
    13F 1,985 shares
    Change vs previous 13F -3,696 shares

    0.01% of the 13F portfolio, value $187,028.

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

    • Colonial Trust Advisors: 596 shares
    • Colonial Trust Co / SC: 1,389 shares

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

  4. period ended2025-09-30
    13F 5,681 shares
    Change vs previous 13F +306 shares

    0.02% of the 13F portfolio, value $454,191.

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

    • Colonial Trust Advisors: 816 shares
    • Colonial Trust Co / SC: 4,865 shares

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

  5. period ended2025-06-30
    13F 5,375 shares
    Change vs previous 13F -207 shares

    0.02% of the 13F portfolio, value $394,848.

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

    • Colonial Trust Advisors: 515 shares
    • Colonial Trust Co / SC: 4,860 shares

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

  6. period ended2025-03-31
    13F 5,582 shares
    Change vs previous 13F +638 shares

    0.02% of the 13F portfolio, value $334,571.

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

    • Colonial Trust Advisors: 727 shares
    • Colonial Trust Co / SC: 4,855 shares

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

  7. period ended2024-12-31
    13F 4,944 shares
    Change vs previous 13F +618 shares

    0.04% of the 13F portfolio, value $263,210.

    13F-HR 0001398344-25-002790 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).

  8. period ended2024-09-30
    13F 4,326 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $273,663.

    13F-HR 0001398344-24-020483 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).