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Colonial Trust Advisors: BLK position timeline

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

Colonial Trust Advisors held 2,375 BLK 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 2,375 shares
    Change vs previous 13F +15 shares

    0.1% of the 13F portfolio, value $2,284,000.

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

    • Colonial Trust Advisors: 1,454 shares
    • Colonial Trust Co / SC: 921 shares

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

  2. period ended2026-03-31
    13F 2,360 shares
    Change vs previous 13F -571 shares

    0.11% of the 13F portfolio, value $2,269,738.

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

    • Colonial Trust Advisors: 1,441 shares
    • Colonial Trust Co / SC: 919 shares

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

  3. period ended2025-12-31
    13F 2,931 shares
    Change vs previous 13F +19 shares

    0.15% of the 13F portfolio, value $3,137,281.

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

    • Colonial Trust Advisors: 1,816 shares
    • Colonial Trust Co / SC: 1,115 shares

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

  4. period ended2025-09-30
    13F 2,912 shares
    Change vs previous 13F -101 shares

    0.17% of the 13F portfolio, value $3,395,138.

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

    • Colonial Trust Advisors: 1,772 shares
    • Colonial Trust Co / SC: 1,140 shares

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

  5. period ended2025-06-30
    13F 3,013 shares
    Change vs previous 13F -24 shares

    0.17% of the 13F portfolio, value $3,161,502.

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

    • Colonial Trust Advisors: 1,820 shares
    • Colonial Trust Co / SC: 1,193 shares

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

  6. period ended2025-03-31
    13F 3,037 shares
    Change vs previous 13F +216 shares

    0.16% of the 13F portfolio, value $2,874,972.

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

    • Colonial Trust Advisors: 1,837 shares
    • Colonial Trust Co / SC: 1,200 shares

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

  7. period ended2024-12-31
    13F 2,821 shares
    Change vs previous 13F +12 shares

    0.16% of the 13F portfolio, value $2,891,916.

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

    • Colonial Trust Advisors: 1,427 shares
    • Colonial Trust Co / SC: 1,394 shares

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

  8. period ended2024-09-30
    13F 2,809 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,667,225.

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

    • Colonial Trust Advisors: 1,444 shares
    • Colonial Trust Co / SC: 1,365 shares

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