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Colonial Trust Advisors: CLX position timeline

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

Colonial Trust Advisors held 57 CLX 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 57 shares
    Change vs previous 13F -95 shares

    <0.01% of the 13F portfolio, value $5,458.

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

    • Colonial Trust Advisors: 51 shares
    • Colonial Trust Co / SC: 6 shares

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

  2. period ended2026-03-31
    13F 152 shares
    Change vs previous 13F -452 shares

    <0.01% of the 13F portfolio, value $15,803.

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

    • Colonial Trust Advisors: 100 shares
    • Colonial Trust Co / SC: 52 shares

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

  3. period ended2025-12-31
    13F 604 shares
    Change vs previous 13F +11 shares

    <0.01% of the 13F portfolio, value $60,919.

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

    • Colonial Trust Advisors: 123 shares
    • Colonial Trust Co / SC: 481 shares

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

  4. period ended2025-09-30
    13F 593 shares
    Change vs previous 13F +59 shares

    <0.01% of the 13F portfolio, value $73,175.

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

    • Colonial Trust Advisors: 131 shares
    • Colonial Trust Co / SC: 462 shares

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

  5. period ended2025-06-30
    13F 534 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $64,117.

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

    • Colonial Trust Advisors: 76 shares
    • Colonial Trust Co / SC: 458 shares

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

  6. period ended2025-03-31
    13F 510 shares
    Change vs previous 13F -230 shares

    0.01% of the 13F portfolio, value $75,098.

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

    • Colonial Trust Advisors: 0 shares
    • Colonial Trust Co / SC: 510 shares

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

  7. period ended2024-12-31
    13F 740 shares
    Change vs previous 13F -295 shares

    0.01% of the 13F portfolio, value $120,183.

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

    • Colonial Trust Advisors: 28 shares
    • Colonial Trust Co / SC: 712 shares

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

  8. period ended2024-09-30
    13F 1,035 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $168,612.

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

    • Colonial Trust Advisors: 200 shares
    • Colonial Trust Co / SC: 835 shares

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