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Colonial Trust Advisors: DELL position timeline

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

Colonial Trust Advisors held 3,523 DELL 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 3,523 shares
    Change vs previous 13F -286 shares

    0.07% of the 13F portfolio, value $1,520,274.

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

    • Colonial Trust Advisors: 2,508 shares
    • Colonial Trust Co / SC: 1,015 shares

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

  2. period ended2026-03-31
    13F 3,809 shares
    Change vs previous 13F +38 shares

    0.03% of the 13F portfolio, value $625,100.

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

    • Colonial Trust Advisors: 2,502 shares
    • Colonial Trust Co / SC: 1,307 shares

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

  3. period ended2025-12-31
    13F 3,771 shares
    Change vs previous 13F -91 shares

    0.02% of the 13F portfolio, value $474,743.

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

    • Colonial Trust Advisors: 2,462 shares
    • Colonial Trust Co / SC: 1,309 shares

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

  4. period ended2025-09-30
    13F 3,862 shares
    Change vs previous 13F +1,276 shares

    0.03% of the 13F portfolio, value $547,449.

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

    • Colonial Trust Advisors: 2,583 shares
    • Colonial Trust Co / SC: 1,279 shares

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

  5. period ended2025-06-30
    13F 2,586 shares
    Change vs previous 13F +1,560 shares

    0.02% of the 13F portfolio, value $316,966.

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

    • Colonial Trust Advisors: 1,577 shares
    • Colonial Trust Co / SC: 1,009 shares

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

  6. period ended2025-03-31
    13F 1,026 shares
    Change vs previous 13F +344 shares

    0.01% of the 13F portfolio, value $93,487.

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

    • Colonial Trust Advisors: 919 shares
    • Colonial Trust Co / SC: 107 shares

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

  7. period ended2024-12-31
    13F 682 shares
    Change vs previous 13F +378 shares

    <0.01% of the 13F portfolio, value $78,557.

    13F-HR 0001398344-25-002790 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: 482 shares

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

  8. period ended2024-09-30
    13F 304 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $36,064.

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

    • Colonial Trust Advisors: 239 shares
    • Colonial Trust Co / SC: 65 shares

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