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Colonial Trust Advisors: AVGO position timeline

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

Colonial Trust Advisors held 17,741 AVGO 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 17,741 shares
    Change vs previous 13F -133 shares

    0.3% of the 13F portfolio, value $6,701,738.

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

    • Colonial Trust Advisors: 10,203 shares
    • Colonial Trust Co / SC: 7,538 shares

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

  2. period ended2026-03-31
    13F 17,874 shares
    Change vs previous 13F -624 shares

    0.27% of the 13F portfolio, value $5,532,283.

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

    • Colonial Trust Advisors: 10,156 shares
    • Colonial Trust Co / SC: 7,718 shares

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

  3. period ended2025-12-31
    13F 18,498 shares
    Change vs previous 13F +327 shares

    0.31% of the 13F portfolio, value $6,402,262.

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

    • Colonial Trust Advisors: 10,512 shares
    • Colonial Trust Co / SC: 7,986 shares

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

  4. period ended2025-09-30
    13F 18,171 shares
    Change vs previous 13F -46 shares

    0.29% of the 13F portfolio, value $5,994,767.

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

    • Colonial Trust Advisors: 9,122 shares
    • Colonial Trust Co / SC: 9,049 shares

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

  5. period ended2025-06-30
    13F 18,217 shares
    Change vs previous 13F +921 shares

    0.26% of the 13F portfolio, value $5,021,610.

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

    • Colonial Trust Advisors: 9,044 shares
    • Colonial Trust Co / SC: 9,173 shares

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

  6. period ended2025-03-31
    13F 17,296 shares
    Change vs previous 13F +4,007 shares

    0.16% of the 13F portfolio, value $2,895,843.

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

    • Colonial Trust Advisors: 8,376 shares
    • Colonial Trust Co / SC: 8,920 shares

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

  7. period ended2024-12-31
    13F 13,289 shares
    Change vs previous 13F +1,265 shares

    0.17% of the 13F portfolio, value $3,081,069.

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

    • Colonial Trust Advisors: 3,204 shares
    • Colonial Trust Co / SC: 10,085 shares

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

  8. period ended2024-09-30
    13F 12,024 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,074,197.

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

    • Colonial Trust Advisors: 3,224 shares
    • Colonial Trust Co / SC: 8,800 shares

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