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Disclosery

Colonial Trust Advisors: BMY position timeline

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

Colonial Trust Advisors held 11,261 BMY 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 11,261 shares
    Change vs previous 13F -559 shares

    0.03% of the 13F portfolio, value $648,856.

    13F-HR 0001398344-26-013987 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 3,467 shares
    • Colonial Trust Co / SC: 7,794 shares

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

  2. period ended2026-03-31
    13F 11,820 shares
    Change vs previous 13F -30 shares

    0.04% of the 13F portfolio, value $716,882.

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

    • Colonial Trust Advisors: 3,051 shares
    • Colonial Trust Co / SC: 8,769 shares

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

  3. period ended2025-12-31
    13F 11,850 shares
    Change vs previous 13F -721 shares

    0.03% of the 13F portfolio, value $639,189.

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

    • Colonial Trust Advisors: 3,051 shares
    • Colonial Trust Co / SC: 8,799 shares

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

  4. period ended2025-09-30
    13F 12,571 shares
    Change vs previous 13F -827 shares

    0.03% of the 13F portfolio, value $566,952.

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

    • Colonial Trust Advisors: 3,567 shares
    • Colonial Trust Co / SC: 9,004 shares

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

  5. period ended2025-06-30
    13F 13,398 shares
    Change vs previous 13F -277 shares

    0.03% of the 13F portfolio, value $620,194.

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

    • Colonial Trust Advisors: 4,161 shares
    • Colonial Trust Co / SC: 9,237 shares

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

  6. period ended2025-03-31
    13F 13,675 shares
    Change vs previous 13F -821 shares

    0.05% of the 13F portfolio, value $834,038.

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

    • Colonial Trust Advisors: 4,461 shares
    • Colonial Trust Co / SC: 9,214 shares

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

  7. period ended2024-12-31
    13F 14,496 shares
    Change vs previous 13F -3,993 shares

    0.05% of the 13F portfolio, value $819,894.

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

    • Colonial Trust Advisors: 4,479 shares
    • Colonial Trust Co / SC: 10,017 shares

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

  8. period ended2024-09-30
    13F 18,489 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $956,621.

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

    • Colonial Trust Advisors: 5,494 shares
    • Colonial Trust Co / SC: 12,995 shares

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