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Colonial Trust Advisors: TFC position timeline

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

Colonial Trust Advisors held 142,898 TFC 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 142,898 shares
    Change vs previous 13F +7,013 shares

    0.32% of the 13F portfolio, value $7,119,206.

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

    • Colonial Trust Advisors: 96,741 shares
    • Colonial Trust Co / SC: 46,157 shares

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

  2. period ended2026-03-31
    13F 135,885 shares
    Change vs previous 13F -18,661 shares

    0.31% of the 13F portfolio, value $6,246,622.

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

    • Colonial Trust Advisors: 102,131 shares
    • Colonial Trust Co / SC: 33,754 shares

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

  3. period ended2025-12-31
    13F 154,546 shares
    Change vs previous 13F -65,551 shares

    0.37% of the 13F portfolio, value $7,605,219.

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

    • Colonial Trust Advisors: 118,538 shares
    • Colonial Trust Co / SC: 36,008 shares

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

  4. period ended2025-09-30
    13F 220,097 shares
    Change vs previous 13F +58,694 shares

    0.49% of the 13F portfolio, value $10,062,872.

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

    • Colonial Trust Advisors: 162,771 shares
    • Colonial Trust Co / SC: 57,326 shares

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

  5. period ended2025-06-30
    13F 161,403 shares
    Change vs previous 13F -12,099 shares

    0.37% of the 13F portfolio, value $6,938,697.

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

    • Colonial Trust Advisors: 102,983 shares
    • Colonial Trust Co / SC: 58,420 shares

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

  6. period ended2025-03-31
    13F 173,502 shares
    Change vs previous 13F +2,322 shares

    0.4% of the 13F portfolio, value $7,139,632.

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

    • Colonial Trust Advisors: 105,654 shares
    • Colonial Trust Co / SC: 67,848 shares

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

  7. period ended2024-12-31
    13F 171,180 shares
    Change vs previous 13F -8,780 shares

    0.41% of the 13F portfolio, value $7,425,794.

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

    • Colonial Trust Advisors: 97,767 shares
    • Colonial Trust Co / SC: 73,413 shares

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

  8. period ended2024-09-30
    13F 179,960 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $7,696,885.

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

    • Colonial Trust Advisors: 115,017 shares
    • Colonial Trust Co / SC: 64,943 shares

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