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Colonial Trust Advisors: WEC position timeline

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

Colonial Trust Advisors held 25,416 WEC 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 25,416 shares
    Change vs previous 13F +255 shares

    0.13% of the 13F portfolio, value $2,967,838.

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

    • Colonial Trust Advisors: 4,372 shares
    • Colonial Trust Co / SC: 21,044 shares

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

  2. period ended2026-03-31
    13F 25,161 shares
    Change vs previous 13F +9 shares

    0.14% of the 13F portfolio, value $2,912,929.

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

    • Colonial Trust Advisors: 4,372 shares
    • Colonial Trust Co / SC: 20,789 shares

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

  3. period ended2025-12-31
    13F 25,152 shares
    Change vs previous 13F +15 shares

    0.13% of the 13F portfolio, value $2,652,567.

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

    • Colonial Trust Advisors: 4,372 shares
    • Colonial Trust Co / SC: 20,780 shares

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

  4. period ended2025-09-30
    13F 25,137 shares
    Change vs previous 13F -23 shares

    0.14% of the 13F portfolio, value $2,880,467.

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

    • Colonial Trust Advisors: 4,372 shares
    • Colonial Trust Co / SC: 20,765 shares

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

  5. period ended2025-06-30
    13F 25,160 shares
    Change vs previous 13F +3 shares

    0.14% of the 13F portfolio, value $2,621,689.

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

    • Colonial Trust Advisors: 4,395 shares
    • Colonial Trust Co / SC: 20,765 shares

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

  6. period ended2025-03-31
    13F 25,157 shares
    Change vs previous 13F -13 shares

    0.16% of the 13F portfolio, value $2,741,657.

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

    • Colonial Trust Advisors: 4,395 shares
    • Colonial Trust Co / SC: 20,762 shares

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

  7. period ended2024-12-31
    13F 25,170 shares
    Change vs previous 13F -97 shares

    0.13% of the 13F portfolio, value $2,366,960.

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

    • Colonial Trust Advisors: 4,395 shares
    • Colonial Trust Co / SC: 20,775 shares

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

  8. period ended2024-09-30
    13F 25,267 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,430,104.

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

    • Colonial Trust Advisors: 4,708 shares
    • Colonial Trust Co / SC: 20,559 shares

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