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Colonial Trust Advisors: BRK-B position timeline

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

Colonial Trust Advisors held 38,006 BRK-B 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 38,006 shares
    Change vs previous 13F -1,623 shares

    0.85% of the 13F portfolio, value $19,017,487.

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

    • Colonial Trust Advisors: 25,064 shares
    • Colonial Trust Co / SC: 12,942 shares

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

  2. period ended2026-03-31
    13F 39,629 shares
    Change vs previous 13F +100 shares

    0.94% of the 13F portfolio, value $18,990,100.

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

    • Colonial Trust Advisors: 25,025 shares
    • Colonial Trust Co / SC: 14,604 shares

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

  3. period ended2025-12-31
    13F 39,529 shares
    Change vs previous 13F +47 shares

    0.96% of the 13F portfolio, value $19,869,412.

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

    • Colonial Trust Advisors: 24,770 shares
    • Colonial Trust Co / SC: 14,759 shares

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

  4. period ended2025-09-30
    13F 39,482 shares
    Change vs previous 13F +1,025 shares

    0.97% of the 13F portfolio, value $19,849,323.

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

    • Colonial Trust Advisors: 24,866 shares
    • Colonial Trust Co / SC: 14,616 shares

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

  5. period ended2025-06-30
    13F 38,457 shares
    Change vs previous 13F +422 shares

    0.98% of the 13F portfolio, value $18,681,242.

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

    • Colonial Trust Advisors: 24,235 shares
    • Colonial Trust Co / SC: 14,222 shares

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

  6. period ended2025-03-31
    13F 38,035 shares
    Change vs previous 13F +700 shares

    1.15% of the 13F portfolio, value $20,256,674.

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

    • Colonial Trust Advisors: 23,955 shares
    • Colonial Trust Co / SC: 14,080 shares

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

  7. period ended2024-12-31
    13F 37,335 shares
    Change vs previous 13F +1,104 shares

    0.94% of the 13F portfolio, value $16,923,145.

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

    • Colonial Trust Advisors: 23,107 shares
    • Colonial Trust Co / SC: 14,228 shares

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

  8. period ended2024-09-30
    13F 36,231 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $16,675,903.

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

    • Colonial Trust Advisors: 23,189 shares
    • Colonial Trust Co / SC: 13,042 shares

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