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Disclosery

Colonial Trust Advisors: UL position timeline

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

Colonial Trust Advisors held 3,373 UL 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 3,373 shares
    Change vs previous 13F -5,345 shares

    0.01% of the 13F portfolio, value $202,785.

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

    • Colonial Trust Advisors: 222 shares
    • Colonial Trust Co / SC: 3,151 shares

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

  2. period ended2026-03-31
    13F 8,718 shares
    Change vs previous 13F +20 shares

    0.02% of the 13F portfolio, value $496,664.

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

    • Colonial Trust Advisors: 933 shares
    • Colonial Trust Co / SC: 7,785 shares

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

  3. period ended2025-12-31
    13F 8,698 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $567,496.

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

    • Colonial Trust Advisors: 933 shares
    • Colonial Trust Co / SC: 7,765 shares

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