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Disclosery

Colonial Trust Advisors: BWA position timeline

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

Colonial Trust Advisors held 0 BWA shares at 2025-09-30 per its 13F-HR filed 2025-11-10.

the latest 13F is the newest step

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

    13F-HR 0001398344-25-020602 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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -133 shares

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

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

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

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

  3. period ended2025-03-31
    13F 133 shares
    Change vs previous 13F -137,688 shares

    <0.01% of the 13F portfolio, value $3,800.

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

    • Colonial Trust Advisors: 94 shares
    • Colonial Trust Co / SC: 39 shares

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

  4. period ended2024-12-31
    13F 137,821 shares
    Change vs previous 13F -14,926 shares

    0.24% of the 13F portfolio, value $4,381,337.

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

    • Colonial Trust Advisors: 92,454 shares
    • Colonial Trust Co / SC: 45,367 shares

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

  5. period ended2024-09-30
    13F 152,747 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $5,543,207.

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

    • Colonial Trust Advisors: 101,628 shares
    • Colonial Trust Co / SC: 51,119 shares

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