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Colonial Trust Advisors: UPS position timeline

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

Colonial Trust Advisors held 13,183 UPS 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 13,183 shares
    Change vs previous 13F -2,311 shares

    0.06% of the 13F portfolio, value $1,417,143.

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

    • Colonial Trust Advisors: 7,019 shares
    • Colonial Trust Co / SC: 6,164 shares

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

  2. period ended2026-03-31
    13F 15,494 shares
    Change vs previous 13F -2,363 shares

    0.08% of the 13F portfolio, value $1,524,320.

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

    • Colonial Trust Advisors: 7,140 shares
    • Colonial Trust Co / SC: 8,354 shares

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

  3. period ended2025-12-31
    13F 17,857 shares
    Change vs previous 13F -13,570 shares

    0.09% of the 13F portfolio, value $1,771,268.

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

    • Colonial Trust Advisors: 7,703 shares
    • Colonial Trust Co / SC: 10,154 shares

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

  4. period ended2025-09-30
    13F 31,427 shares
    Change vs previous 13F -19,798 shares

    0.13% of the 13F portfolio, value $2,625,041.

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

    • Colonial Trust Advisors: 14,941 shares
    • Colonial Trust Co / SC: 16,486 shares

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

  5. period ended2025-06-30
    13F 51,225 shares
    Change vs previous 13F +41,601 shares

    0.27% of the 13F portfolio, value $5,170,689.

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

    • Colonial Trust Advisors: 28,216 shares
    • Colonial Trust Co / SC: 23,009 shares

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

  6. period ended2025-03-31
    13F 9,624 shares
    Change vs previous 13F -155 shares

    0.06% of the 13F portfolio, value $1,058,569.

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

    • Colonial Trust Advisors: 2,524 shares
    • Colonial Trust Co / SC: 7,100 shares

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

  7. period ended2024-12-31
    13F 9,779 shares
    Change vs previous 13F +304 shares

    0.07% of the 13F portfolio, value $1,233,178.

    13F-HR 0001398344-25-002790 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 2,552 shares
    • Colonial Trust Co / SC: 7,227 shares

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

  8. period ended2024-09-30
    13F 9,475 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,291,774.

    13F-HR 0001398344-24-020483 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 2,346 shares
    • Colonial Trust Co / SC: 7,129 shares

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