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Colonial Trust Advisors: WTRG position timeline

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

Colonial Trust Advisors held 3,115 WTRG 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 3,115 shares
    Change vs previous 13F -215 shares

    0.01% of the 13F portfolio, value $119,336.

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

    • Colonial Trust Advisors: 625 shares
    • Colonial Trust Co / SC: 2,490 shares

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

  2. period ended2026-03-31
    13F 3,330 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $134,099.

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

    • Colonial Trust Advisors: 625 shares
    • Colonial Trust Co / SC: 2,705 shares

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

  3. period ended2025-12-31
    13F 3,330 shares
    Change vs previous 13F +229 shares

    0.01% of the 13F portfolio, value $127,739.

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

    • Colonial Trust Advisors: 625 shares
    • Colonial Trust Co / SC: 2,705 shares

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

  4. period ended2025-09-30
    13F 3,101 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $123,730.

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

    • Colonial Trust Advisors: 625 shares
    • Colonial Trust Co / SC: 2,476 shares

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

  5. period ended2025-06-30
    13F 3,101 shares
    Change vs previous 13F -1,165 shares

    0.01% of the 13F portfolio, value $115,172.

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

    • Colonial Trust Advisors: 625 shares
    • Colonial Trust Co / SC: 2,476 shares

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

  6. period ended2025-03-31
    13F 4,266 shares
    Change vs previous 13F -152 shares

    0.01% of the 13F portfolio, value $168,635.

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

    • Colonial Trust Advisors: 1,625 shares
    • Colonial Trust Co / SC: 2,641 shares

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

  7. period ended2024-12-31
    13F 4,418 shares
    Change vs previous 13F +31 shares

    0.01% of the 13F portfolio, value $160,461.

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

    • Colonial Trust Advisors: 1,626 shares
    • Colonial Trust Co / SC: 2,792 shares

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

  8. period ended2024-09-30
    13F 4,387 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $169,207.

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

    • Colonial Trust Advisors: 2,042 shares
    • Colonial Trust Co / SC: 2,345 shares

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