Colonial Trust Co / SC historic quarter change: Foreign SPAC Units, New
In units (a share and a warrant or right, mostly SPACs) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Colonial Trust Co / SC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1954093), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-11); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-10); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-12); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-09-30.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| TFO Wealth Partners, LLC | United States | $0.735B | 72 |
| Glassman Wealth Services | United States | $0.736B | 187 |
| Burton Enright Welch | United States | $0.736B | 143 |
| SEEDS INVESTOR LLC | United States | $0.735B | 350 |
| ARVEST INVESTMENTS, INC. | United States | $0.733B | 199 |
| James J. Burns & Company, LLC | United States | $0.737B | 155 |
| AIGH Capital Management LLC | United States | $0.733B | 85 |
| Berman McAleer LLC | United States | $0.733B | 162 |
| Qtron Investments LLC | United States | $0.738B | 421 |
| Portside Wealth Group, LLC | United States | $0.738B | 916 |