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Colonial Trust Advisors: WFC position timeline

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

Colonial Trust Advisors held 9,653 WFC 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 9,653 shares
    Change vs previous 13F +240 shares

    0.04% of the 13F portfolio, value $797,694.

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

    • Colonial Trust Advisors: 3,520 shares
    • Colonial Trust Co / SC: 6,133 shares

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

  2. period ended2026-03-31
    13F 9,413 shares
    Change vs previous 13F +527 shares

    0.04% of the 13F portfolio, value $749,403.

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

    • Colonial Trust Advisors: 3,743 shares
    • Colonial Trust Co / SC: 5,670 shares

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

  3. period ended2025-12-31
    13F 8,886 shares
    Change vs previous 13F -300 shares

    0.04% of the 13F portfolio, value $828,192.

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

    • Colonial Trust Advisors: 3,594 shares
    • Colonial Trust Co / SC: 5,292 shares

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

  4. period ended2025-09-30
    13F 9,186 shares
    Change vs previous 13F -1,250 shares

    0.04% of the 13F portfolio, value $769,917.

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

    • Colonial Trust Advisors: 3,886 shares
    • Colonial Trust Co / SC: 5,300 shares

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

  5. period ended2025-06-30
    13F 10,436 shares
    Change vs previous 13F +545 shares

    0.04% of the 13F portfolio, value $836,097.

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

    • Colonial Trust Advisors: 4,409 shares
    • Colonial Trust Co / SC: 6,027 shares

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

  6. period ended2025-03-31
    13F 9,891 shares
    Change vs previous 13F -392 shares

    0.04% of the 13F portfolio, value $710,075.

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

    • Colonial Trust Advisors: 3,880 shares
    • Colonial Trust Co / SC: 6,011 shares

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

  7. period ended2024-12-31
    13F 10,283 shares
    Change vs previous 13F -981 shares

    0.04% of the 13F portfolio, value $722,278.

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

    • Colonial Trust Advisors: 3,805 shares
    • Colonial Trust Co / SC: 6,478 shares

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

  8. period ended2024-09-30
    13F 11,264 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $636,303.

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

    • Colonial Trust Advisors: 4,707 shares
    • Colonial Trust Co / SC: 6,557 shares

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