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Colonial Trust Advisors: BX position timeline

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

Colonial Trust Advisors held 138,432 BX 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 138,432 shares
    Change vs previous 13F +2,087 shares

    0.73% of the 13F portfolio, value $16,289,308.

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

    • Colonial Trust Advisors: 96,784 shares
    • Colonial Trust Co / SC: 41,648 shares

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

  2. period ended2026-03-31
    13F 136,345 shares
    Change vs previous 13F +2,974 shares

    0.78% of the 13F portfolio, value $15,678,214.

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

    • Colonial Trust Advisors: 94,650 shares
    • Colonial Trust Co / SC: 41,695 shares

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

  3. period ended2025-12-31
    13F 133,371 shares
    Change vs previous 13F +4,390 shares

    0.99% of the 13F portfolio, value $20,557,825.

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

    • Colonial Trust Advisors: 92,009 shares
    • Colonial Trust Co / SC: 41,362 shares

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

  4. period ended2025-09-30
    13F 128,981 shares
    Change vs previous 13F +730 shares

    1.08% of the 13F portfolio, value $22,036,382.

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

    • Colonial Trust Advisors: 88,588 shares
    • Colonial Trust Co / SC: 40,393 shares

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

  5. period ended2025-06-30
    13F 128,251 shares
    Change vs previous 13F +1,575 shares

    1.01% of the 13F portfolio, value $19,183,758.

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

    • Colonial Trust Advisors: 88,469 shares
    • Colonial Trust Co / SC: 39,782 shares

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

  6. period ended2025-03-31
    13F 126,676 shares
    Change vs previous 13F +1,408 shares

    1% of the 13F portfolio, value $17,706,772.

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

    • Colonial Trust Advisors: 87,768 shares
    • Colonial Trust Co / SC: 38,908 shares

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

  7. period ended2024-12-31
    13F 125,268 shares
    Change vs previous 13F +1,425 shares

    1.2% of the 13F portfolio, value $21,598,765.

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

    • Colonial Trust Advisors: 86,164 shares
    • Colonial Trust Co / SC: 39,104 shares

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

  8. period ended2024-09-30
    13F 123,843 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $18,963,959.

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

    • Colonial Trust Advisors: 87,594 shares
    • Colonial Trust Co / SC: 36,249 shares

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