Skip to content
Disclosery

Colonial Trust Advisors: BMO position timeline

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

Colonial Trust Advisors held 40 BMO 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 40 shares
    Change vs previous 13F -7 shares

    <0.01% of the 13F portfolio, value $7,068.

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

    • Colonial Trust Advisors: 40 shares
    • Colonial Trust Co / SC: 0 shares

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

  2. period ended2026-03-31
    13F 47 shares
    Change vs previous 13F -3 shares

    <0.01% of the 13F portfolio, value $6,335.

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

    • Colonial Trust Advisors: 40 shares
    • Colonial Trust Co / SC: 7 shares

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

  3. period ended2025-12-31
    13F 50 shares
    Change vs previous 13F -5 shares

    <0.01% of the 13F portfolio, value $6,497.

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

    • Colonial Trust Advisors: 40 shares
    • Colonial Trust Co / SC: 10 shares

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

  4. period ended2025-09-30
    13F 55 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $7,157.

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

    • Colonial Trust Advisors: 40 shares
    • Colonial Trust Co / SC: 15 shares

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

  5. period ended2025-06-30
    13F 55 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $6,062.

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

    • Colonial Trust Advisors: 40 shares
    • Colonial Trust Co / SC: 15 shares

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

  6. period ended2025-03-31
    13F 56 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $5,344.

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

    • Colonial Trust Advisors: 40 shares
    • Colonial Trust Co / SC: 16 shares

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

  7. period ended2024-12-31
    13F 56 shares
    Change vs previous 13F +16 shares

    <0.01% of the 13F portfolio, value $5,432.

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

    • Colonial Trust Advisors: 40 shares
    • Colonial Trust Co / SC: 16 shares

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

  8. period ended2024-09-30
    13F 40 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,608.

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

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