Colonial Trust Advisors: ULS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Colonial Trust Advisors on ULS, newest first. How the timeline and the estimate are built.
Colonial Trust Advisors held 119 ULS shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 119 sharesChange vs previous 13F +19 shares
<0.01% of the 13F portfolio, value $12,122.
13F-HR 0001398344-26-013987 filed by Colonial Trust Co / SC
Filed (acceptance time not in the bulk data set), ingested- Colonial Trust Advisors: 30 shares
- Colonial Trust Co / SC: 89 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 100 sharesChange vs previous 13F +3 shares
<0.01% of the 13F portfolio, value $8,616.
13F-HR 0001398344-26-009002 filed by Colonial Trust Co / SC
Filed (acceptance time not in the bulk data set), ingested- Colonial Trust Advisors: 30 shares
- Colonial Trust Co / SC: 70 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 97 sharesChange vs previous 13F +30 shares
<0.01% of the 13F portfolio, value $7,650.
13F-HR 0001398344-26-002826 filed by Colonial Trust Co / SC
Filed (acceptance time not in the bulk data set), ingested- Colonial Trust Advisors: 30 shares
- Colonial Trust Co / SC: 67 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 67 sharesChange vs previous 13F +4 shares
<0.01% of the 13F portfolio, value $4,520.
13F-HR 0001398344-25-020619 filed by Colonial Trust Co / SC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 63 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $4,547.
13F-HR 0001398344-25-015191 filed by Colonial Trust Co / SC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).