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Disclosery

Colonial Trust Advisors: USB position timeline

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

Colonial Trust Advisors held 1,969 USB 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 1,969 shares
    Change vs previous 13F -14 shares

    0.01% of the 13F portfolio, value $118,934.

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

    • Colonial Trust Advisors: 57 shares
    • Colonial Trust Co / SC: 1,912 shares

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

  2. period ended2026-03-31
    13F 1,983 shares
    Change vs previous 13F -283 shares

    0.01% of the 13F portfolio, value $103,114.

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

    • Colonial Trust Advisors: 57 shares
    • Colonial Trust Co / SC: 1,926 shares

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

  3. period ended2024-09-30
    13F 2,266 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $103,626.

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

    • Colonial Trust Advisors: 236 shares
    • Colonial Trust Co / SC: 2,030 shares

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