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Colonial Trust Advisors: CMI position timeline

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

Colonial Trust Advisors held 1,148 CMI 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 1,148 shares
    Change vs previous 13F -21 shares

    0.04% of the 13F portfolio, value $819,419.

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

    • Colonial Trust Advisors: 770 shares
    • Colonial Trust Co / SC: 378 shares

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

  2. period ended2026-03-31
    13F 1,169 shares
    Change vs previous 13F +8 shares

    0.03% of the 13F portfolio, value $628,976.

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

    • Colonial Trust Advisors: 770 shares
    • Colonial Trust Co / SC: 399 shares

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

  3. period ended2025-12-31
    13F 1,161 shares
    Change vs previous 13F -38 shares

    0.03% of the 13F portfolio, value $592,652.

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

    • Colonial Trust Advisors: 770 shares
    • Colonial Trust Co / SC: 391 shares

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

  4. period ended2025-09-30
    13F 1,199 shares
    Change vs previous 13F -249 shares

    0.02% of the 13F portfolio, value $506,323.

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

    • Colonial Trust Advisors: 770 shares
    • Colonial Trust Co / SC: 429 shares

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

  5. period ended2025-06-30
    13F 1,448 shares
    Change vs previous 13F -10 shares

    0.03% of the 13F portfolio, value $474,356.

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

    • Colonial Trust Advisors: 1,019 shares
    • Colonial Trust Co / SC: 429 shares

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

  6. period ended2025-03-31
    13F 1,458 shares
    Change vs previous 13F -161 shares

    0.03% of the 13F portfolio, value $456,996.

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

    • Colonial Trust Advisors: 1,000 shares
    • Colonial Trust Co / SC: 458 shares

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

  7. period ended2024-12-31
    13F 1,619 shares
    Change vs previous 13F +220 shares

    0.03% of the 13F portfolio, value $564,383.

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

    • Colonial Trust Advisors: 950 shares
    • Colonial Trust Co / SC: 669 shares

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

  8. period ended2024-09-30
    13F 1,399 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $452,983.

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

    • Colonial Trust Advisors: 950 shares
    • Colonial Trust Co / SC: 449 shares

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