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Disclosery

Colonial Trust Advisors: VOE position timeline

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

Colonial Trust Advisors held 5,299 VOE 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 5,299 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,047,083.

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

    • Colonial Trust Advisors: 781 shares
    • Colonial Trust Co / SC: 4,518 shares

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

  2. period ended2026-03-31
    13F 5,299 shares
    Change vs previous 13F -106 shares

    0.05% of the 13F portfolio, value $976,500.

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

    • Colonial Trust Advisors: 781 shares
    • Colonial Trust Co / SC: 4,518 shares

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

  3. period ended2025-12-31
    13F 5,405 shares
    Change vs previous 13F -370 shares

    0.05% of the 13F portfolio, value $958,685.

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

    • Colonial Trust Advisors: 781 shares
    • Colonial Trust Co / SC: 4,624 shares

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

  4. period ended2025-09-30
    13F 5,775 shares
    Change vs previous 13F -188 shares

    0.05% of the 13F portfolio, value $1,008,200.

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

    • Colonial Trust Advisors: 1,151 shares
    • Colonial Trust Co / SC: 4,624 shares

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

  5. period ended2025-06-30
    13F 5,963 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $980,675.

    13F-HR 0001398344-25-015191 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,228 shares
    • Colonial Trust Co / SC: 4,735 shares

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

  6. period ended2025-03-31
    13F 5,963 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $957,300.

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

    • Colonial Trust Advisors: 1,228 shares
    • Colonial Trust Co / SC: 4,735 shares

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

  7. period ended2024-12-31
    13F 5,963 shares
    Change vs previous 13F +245 shares

    0.05% of the 13F portfolio, value $964,635.

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

    • Colonial Trust Advisors: 1,228 shares
    • Colonial Trust Co / SC: 4,735 shares

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

  8. period ended2024-09-30
    13F 5,718 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $958,737.

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

    • Colonial Trust Advisors: 1,283 shares
    • Colonial Trust Co / SC: 4,435 shares

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