Skip to content
Disclosery

Colonial Trust Advisors: CL position timeline

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

Colonial Trust Advisors held 10,575 CL 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 10,575 shares
    Change vs previous 13F -419 shares

    0.04% of the 13F portfolio, value $969,553.

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

    • Colonial Trust Advisors: 5,384 shares
    • Colonial Trust Co / SC: 5,191 shares

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

  2. period ended2026-03-31
    13F 10,994 shares
    Change vs previous 13F -392 shares

    0.05% of the 13F portfolio, value $937,018.

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

    • Colonial Trust Advisors: 5,484 shares
    • Colonial Trust Co / SC: 5,510 shares

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

  3. period ended2025-12-31
    13F 11,386 shares
    Change vs previous 13F +117 shares

    0.04% of the 13F portfolio, value $899,722.

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

    • Colonial Trust Advisors: 5,484 shares
    • Colonial Trust Co / SC: 5,902 shares

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

  4. period ended2025-09-30
    13F 11,269 shares
    Change vs previous 13F -2,263 shares

    0.04% of the 13F portfolio, value $900,844.

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

    • Colonial Trust Advisors: 5,768 shares
    • Colonial Trust Co / SC: 5,501 shares

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

  5. period ended2025-06-30
    13F 13,532 shares
    Change vs previous 13F -1,008 shares

    0.06% of the 13F portfolio, value $1,230,058.

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

    • Colonial Trust Advisors: 8,636 shares
    • Colonial Trust Co / SC: 4,896 shares

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

  6. period ended2025-03-31
    13F 14,540 shares
    Change vs previous 13F -1,064 shares

    0.08% of the 13F portfolio, value $1,362,398.

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

    • Colonial Trust Advisors: 9,286 shares
    • Colonial Trust Co / SC: 5,254 shares

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

  7. period ended2024-12-31
    13F 15,604 shares
    Change vs previous 13F -389 shares

    0.08% of the 13F portfolio, value $1,418,559.

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

    • Colonial Trust Advisors: 9,286 shares
    • Colonial Trust Co / SC: 6,318 shares

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

  8. period ended2024-09-30
    13F 15,993 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,660,251.

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

    • Colonial Trust Advisors: 11,477 shares
    • Colonial Trust Co / SC: 4,516 shares

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