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Colonial Trust Advisors: BAX position timeline

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

Colonial Trust Advisors held 1,143 BAX 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 1,143 shares
    Change vs previous 13F -113 shares

    <0.01% of the 13F portfolio, value $24,369.

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

    • Colonial Trust Advisors: 572 shares
    • Colonial Trust Co / SC: 571 shares

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

  2. period ended2026-03-31
    13F 1,256 shares
    Change vs previous 13F -33 shares

    <0.01% of the 13F portfolio, value $21,101.

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

    • Colonial Trust Advisors: 572 shares
    • Colonial Trust Co / SC: 684 shares

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

  3. period ended2025-12-31
    13F 1,289 shares
    Change vs previous 13F -3,649 shares

    <0.01% of the 13F portfolio, value $24,633.

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

    • Colonial Trust Advisors: 572 shares
    • Colonial Trust Co / SC: 717 shares

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

  4. period ended2025-09-30
    13F 4,938 shares
    Change vs previous 13F -280 shares

    0.01% of the 13F portfolio, value $112,436.

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

    • Colonial Trust Advisors: 1,080 shares
    • Colonial Trust Co / SC: 3,858 shares

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

  5. period ended2025-06-30
    13F 5,218 shares
    Change vs previous 13F -1,502 shares

    0.01% of the 13F portfolio, value $158,014.

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

    • Colonial Trust Advisors: 1,243 shares
    • Colonial Trust Co / SC: 3,975 shares

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

  6. period ended2025-03-31
    13F 6,720 shares
    Change vs previous 13F -863 shares

    0.01% of the 13F portfolio, value $230,027.

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

    • Colonial Trust Advisors: 2,343 shares
    • Colonial Trust Co / SC: 4,377 shares

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

  7. period ended2024-12-31
    13F 7,583 shares
    Change vs previous 13F +2,428 shares

    0.01% of the 13F portfolio, value $221,103.

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

    • Colonial Trust Advisors: 2,493 shares
    • Colonial Trust Co / SC: 5,090 shares

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

  8. period ended2024-09-30
    13F 5,155 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $195,720.

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

    • Colonial Trust Advisors: 2,817 shares
    • Colonial Trust Co / SC: 2,338 shares

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