Skip to content
Disclosery

Colonial Trust Advisors: BAM position timeline

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

Colonial Trust Advisors held 134,894 BAM 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 134,894 shares
    Change vs previous 13F -1,071 shares

    0.27% of the 13F portfolio, value $6,049,993.

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

    • Colonial Trust Advisors: 99,605 shares
    • Colonial Trust Co / SC: 35,289 shares

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

  2. period ended2026-03-31
    13F 135,965 shares
    Change vs previous 13F +3,283 shares

    0.3% of the 13F portfolio, value $6,043,639.

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

    • Colonial Trust Advisors: 99,437 shares
    • Colonial Trust Co / SC: 36,528 shares

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

  3. period ended2025-12-31
    13F 132,682 shares
    Change vs previous 13F +6,325 shares

    0.33% of the 13F portfolio, value $6,951,236.

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

    • Colonial Trust Advisors: 97,661 shares
    • Colonial Trust Co / SC: 35,021 shares

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

  4. period ended2025-09-30
    13F 126,357 shares
    Change vs previous 13F -1,234 shares

    0.35% of the 13F portfolio, value $7,194,786.

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

    • Colonial Trust Advisors: 94,121 shares
    • Colonial Trust Co / SC: 32,236 shares

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

  5. period ended2025-06-30
    13F 127,591 shares
    Change vs previous 13F +3,146 shares

    0.37% of the 13F portfolio, value $7,053,220.

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

    • Colonial Trust Advisors: 94,251 shares
    • Colonial Trust Co / SC: 33,340 shares

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

  6. period ended2025-03-31
    13F 124,445 shares
    Change vs previous 13F +2,569 shares

    0.34% of the 13F portfolio, value $6,029,392.

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

    • Colonial Trust Advisors: 91,582 shares
    • Colonial Trust Co / SC: 32,863 shares

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

  7. period ended2024-12-31
    13F 121,876 shares
    Change vs previous 13F +1,454 shares

    0.37% of the 13F portfolio, value $6,604,446.

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

    • Colonial Trust Advisors: 90,112 shares
    • Colonial Trust Co / SC: 31,764 shares

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

  8. period ended2024-09-30
    13F 120,422 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $5,694,716.

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

    • Colonial Trust Advisors: 89,294 shares
    • Colonial Trust Co / SC: 31,128 shares

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