Skip to content
Disclosery

Colonial Trust Advisors: WY position timeline

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

Colonial Trust Advisors held 3,485 WY 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 3,485 shares
    Change vs previous 13F +14 shares

    <0.01% of the 13F portfolio, value $83,431.

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

    • Colonial Trust Advisors: 200 shares
    • Colonial Trust Co / SC: 3,285 shares

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

  2. period ended2026-03-31
    13F 3,471 shares
    Change vs previous 13F -1,343 shares

    <0.01% of the 13F portfolio, value $84,797.

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

    • Colonial Trust Advisors: 200 shares
    • Colonial Trust Co / SC: 3,271 shares

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

  3. period ended2025-12-31
    13F 4,814 shares
    Change vs previous 13F -237 shares

    0.01% of the 13F portfolio, value $114,044.

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

    • Colonial Trust Advisors: 1,800 shares
    • Colonial Trust Co / SC: 3,014 shares

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

  4. period ended2025-09-30
    13F 5,051 shares
    Change vs previous 13F -285 shares

    0.01% of the 13F portfolio, value $125,214.

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

    • Colonial Trust Advisors: 1,800 shares
    • Colonial Trust Co / SC: 3,251 shares

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

  5. period ended2025-06-30
    13F 5,336 shares
    Change vs previous 13F +90 shares

    0.01% of the 13F portfolio, value $137,082.

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

    • Colonial Trust Advisors: 2,084 shares
    • Colonial Trust Co / SC: 3,252 shares

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

  6. period ended2025-03-31
    13F 5,246 shares
    Change vs previous 13F -408 shares

    0.01% of the 13F portfolio, value $153,603.

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

    • Colonial Trust Advisors: 2,234 shares
    • Colonial Trust Co / SC: 3,012 shares

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

  7. period ended2024-12-31
    13F 5,654 shares
    Change vs previous 13F -68 shares

    0.01% of the 13F portfolio, value $159,160.

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

    • Colonial Trust Advisors: 2,159 shares
    • Colonial Trust Co / SC: 3,495 shares

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

  8. period ended2024-09-30
    13F 5,722 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $193,747.

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

    • Colonial Trust Advisors: 2,710 shares
    • Colonial Trust Co / SC: 3,012 shares

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