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Colonial Trust Advisors: WPC position timeline

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

Colonial Trust Advisors held 26,013 WPC 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 26,013 shares
    Change vs previous 13F +17 shares

    0.08% of the 13F portfolio, value $1,859,936.

    13F-HR 0001398344-26-013984 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 17,401 shares
    • Colonial Trust Co / SC: 8,612 shares

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

  2. period ended2026-03-31
    13F 25,996 shares
    Change vs previous 13F +258 shares

    0.09% of the 13F portfolio, value $1,766,666.

    13F-HR 0001398344-26-009001 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 17,639 shares
    • Colonial Trust Co / SC: 8,357 shares

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

  3. period ended2025-12-31
    13F 25,738 shares
    Change vs previous 13F +3,288 shares

    0.08% of the 13F portfolio, value $1,656,497.

    13F-HR 0001398344-26-002829 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 17,666 shares
    • Colonial Trust Co / SC: 8,072 shares

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

  4. period ended2025-09-30
    13F 22,450 shares
    Change vs previous 13F -2,665 shares

    0.07% of the 13F portfolio, value $1,516,898.

    13F-HR 0001398344-25-020602 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 16,021 shares
    • Colonial Trust Co / SC: 6,429 shares

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

  5. period ended2025-06-30
    13F 25,115 shares
    Change vs previous 13F -3,239 shares

    0.08% of the 13F portfolio, value $1,566,661.

    13F-HR 0001398344-25-015189 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 17,949 shares
    • Colonial Trust Co / SC: 7,166 shares

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

  6. period ended2025-03-31
    13F 28,354 shares
    Change vs previous 13F -2,686 shares

    0.1% of the 13F portfolio, value $1,789,419.

    13F-HR 0001398344-25-009319 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 19,893 shares
    • Colonial Trust Co / SC: 8,461 shares

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

  7. period ended2024-12-31
    13F 31,040 shares
    Change vs previous 13F -7,988 shares

    0.09% of the 13F portfolio, value $1,691,064.

    13F-HR 0001398344-25-002651 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 22,253 shares
    • Colonial Trust Co / SC: 8,787 shares

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

  8. period ended2024-09-30
    13F 39,028 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,431,449.

    13F-HR 0001398344-24-020481 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 27,179 shares
    • Colonial Trust Co / SC: 11,849 shares

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