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Disclosery

Colonial Trust Advisors: CRM position timeline

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

Colonial Trust Advisors held 1,631 CRM 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 1,631 shares
    Change vs previous 13F -13 shares

    0.01% of the 13F portfolio, value $255,553.

    13F-HR 0001398344-26-013987 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 45 shares
    • Colonial Trust Co / SC: 1,586 shares

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

  2. period ended2026-03-31
    13F 1,644 shares
    Change vs previous 13F -379 shares

    0.02% of the 13F portfolio, value $306,886.

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

    • Colonial Trust Advisors: 45 shares
    • Colonial Trust Co / SC: 1,599 shares

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

  3. period ended2025-12-31
    13F 2,023 shares
    Change vs previous 13F -346 shares

    0.03% of the 13F portfolio, value $535,882.

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

    • Colonial Trust Advisors: 45 shares
    • Colonial Trust Co / SC: 1,978 shares

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

  4. period ended2025-09-30
    13F 2,369 shares
    Change vs previous 13F +1,032 shares

    0.03% of the 13F portfolio, value $561,500.

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

    • Colonial Trust Advisors: 231 shares
    • Colonial Trust Co / SC: 2,138 shares

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

  5. period ended2025-06-30
    13F 1,337 shares
    Change vs previous 13F +7 shares

    0.02% of the 13F portfolio, value $364,632.

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

    • Colonial Trust Advisors: 282 shares
    • Colonial Trust Co / SC: 1,055 shares

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

  6. period ended2025-03-31
    13F 1,330 shares
    Change vs previous 13F +116 shares

    0.02% of the 13F portfolio, value $356,810.

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

    • Colonial Trust Advisors: 336 shares
    • Colonial Trust Co / SC: 994 shares

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

  7. period ended2024-12-31
    13F 1,214 shares
    Change vs previous 13F +10 shares

    0.02% of the 13F portfolio, value $405,773.

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

    • Colonial Trust Advisors: 127 shares
    • Colonial Trust Co / SC: 1,087 shares

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

  8. period ended2024-09-30
    13F 1,204 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $329,584.

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

    • Colonial Trust Advisors: 138 shares
    • Colonial Trust Co / SC: 1,066 shares

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