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Colonial Trust Advisors: XLU position timeline

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

Colonial Trust Advisors held 1,420 XLU 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 1,420 shares
    Change vs previous 13F -150 shares

    <0.01% of the 13F portfolio, value $64,383.

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

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

  2. period ended2026-03-31
    13F 1,570 shares
    Change vs previous 13F -50 shares

    0.01% of the 13F portfolio, value $72,047.

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

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

  3. period ended2025-12-31
    13F 1,620 shares
    Change vs previous 13F +755 shares

    0.01% of the 13F portfolio, value $69,158.

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

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

  4. period ended2025-09-30
    13F 865 shares
    Change vs previous 13F -915 shares

    0.01% of the 13F portfolio, value $75,437.

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

    • Colonial Trust Advisors: 865 shares
    • Colonial Trust Co / SC: 0 shares

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

  5. period ended2025-06-30
    13F 1,780 shares
    Change vs previous 13F +631 shares

    0.01% of the 13F portfolio, value $145,348.

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

    • Colonial Trust Advisors: 1,150 shares
    • Colonial Trust Co / SC: 630 shares

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

  6. period ended2025-03-31
    13F 1,149 shares
    Change vs previous 13F -49 shares

    0.01% of the 13F portfolio, value $90,579.

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

    • Colonial Trust Advisors: 1,024 shares
    • Colonial Trust Co / SC: 125 shares

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

  7. period ended2024-12-31
    13F 1,198 shares
    Change vs previous 13F -308 shares

    0.01% of the 13F portfolio, value $90,659.

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

    • Colonial Trust Advisors: 1,073 shares
    • Colonial Trust Co / SC: 125 shares

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

  8. period ended2024-09-30
    13F 1,506 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $121,653.

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

    • Colonial Trust Advisors: 1,356 shares
    • Colonial Trust Co / SC: 150 shares

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