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Colonial Trust Advisors: VOT position timeline

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

Colonial Trust Advisors held 11,822 VOT 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 11,822 shares
    Change vs previous 13F -49 shares

    0.16% of the 13F portfolio, value $3,621,115.

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

    • Colonial Trust Advisors: 4,591 shares
    • Colonial Trust Co / SC: 7,231 shares

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

  2. period ended2026-03-31
    13F 11,871 shares
    Change vs previous 13F -366 shares

    0.15% of the 13F portfolio, value $3,055,033.

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

    • Colonial Trust Advisors: 4,640 shares
    • Colonial Trust Co / SC: 7,231 shares

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

  3. period ended2025-12-31
    13F 12,237 shares
    Change vs previous 13F -241 shares

    0.16% of the 13F portfolio, value $3,415,870.

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

    • Colonial Trust Advisors: 4,665 shares
    • Colonial Trust Co / SC: 7,572 shares

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

  4. period ended2025-09-30
    13F 12,478 shares
    Change vs previous 13F -325 shares

    0.18% of the 13F portfolio, value $3,665,947.

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

    • Colonial Trust Advisors: 4,777 shares
    • Colonial Trust Co / SC: 7,701 shares

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

  5. period ended2025-06-30
    13F 12,803 shares
    Change vs previous 13F -122 shares

    0.19% of the 13F portfolio, value $3,641,080.

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

    • Colonial Trust Advisors: 5,102 shares
    • Colonial Trust Co / SC: 7,701 shares

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

  6. period ended2025-03-31
    13F 12,925 shares
    Change vs previous 13F -370 shares

    0.18% of the 13F portfolio, value $3,162,001.

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

    • Colonial Trust Advisors: 5,308 shares
    • Colonial Trust Co / SC: 7,617 shares

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

  7. period ended2024-12-31
    13F 13,295 shares
    Change vs previous 13F -125 shares

    0.19% of the 13F portfolio, value $3,373,637.

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

    • Colonial Trust Advisors: 5,647 shares
    • Colonial Trust Co / SC: 7,648 shares

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

  8. period ended2024-09-30
    13F 13,420 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,267,349.

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

    • Colonial Trust Advisors: 5,772 shares
    • Colonial Trust Co / SC: 7,648 shares

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