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Colonial Trust Advisors: CME position timeline

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

Colonial Trust Advisors held 35,126 CME 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 35,126 shares
    Change vs previous 13F -453 shares

    0.35% of the 13F portfolio, value $7,756,947.

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

    • Colonial Trust Advisors: 23,977 shares
    • Colonial Trust Co / SC: 11,149 shares

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

  2. period ended2026-03-31
    13F 35,579 shares
    Change vs previous 13F -603 shares

    0.52% of the 13F portfolio, value $10,508,187.

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

    • Colonial Trust Advisors: 24,084 shares
    • Colonial Trust Co / SC: 11,495 shares

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

  3. period ended2025-12-31
    13F 36,182 shares
    Change vs previous 13F +632 shares

    0.48% of the 13F portfolio, value $9,880,354.

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

    • Colonial Trust Advisors: 24,474 shares
    • Colonial Trust Co / SC: 11,708 shares

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

  4. period ended2025-09-30
    13F 35,550 shares
    Change vs previous 13F +373 shares

    0.47% of the 13F portfolio, value $9,605,260.

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

    • Colonial Trust Advisors: 24,355 shares
    • Colonial Trust Co / SC: 11,195 shares

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

  5. period ended2025-06-30
    13F 35,177 shares
    Change vs previous 13F +626 shares

    0.51% of the 13F portfolio, value $9,695,386.

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

    • Colonial Trust Advisors: 24,144 shares
    • Colonial Trust Co / SC: 11,033 shares

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

  6. period ended2025-03-31
    13F 34,551 shares
    Change vs previous 13F -1,234 shares

    0.52% of the 13F portfolio, value $9,165,967.

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

    • Colonial Trust Advisors: 23,901 shares
    • Colonial Trust Co / SC: 10,650 shares

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

  7. period ended2024-12-31
    13F 35,785 shares
    Change vs previous 13F -366 shares

    0.46% of the 13F portfolio, value $8,310,223.

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

    • Colonial Trust Advisors: 24,431 shares
    • Colonial Trust Co / SC: 11,354 shares

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

  8. period ended2024-09-30
    13F 36,151 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $7,976,655.

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

    • Colonial Trust Advisors: 25,171 shares
    • Colonial Trust Co / SC: 10,980 shares

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