Skip to content
Disclosery

Colonial Trust Advisors: IBM position timeline

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

Colonial Trust Advisors held 9,038 IBM 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 9,038 shares
    Change vs previous 13F +84 shares

    0.11% of the 13F portfolio, value $2,541,615.

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

    • Colonial Trust Advisors: 1,429 shares
    • Colonial Trust Co / SC: 7,609 shares

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

  2. period ended2026-03-31
    13F 8,954 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $2,170,295.

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

    • Colonial Trust Advisors: 1,417 shares
    • Colonial Trust Co / SC: 7,537 shares

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

  3. period ended2025-12-31
    13F 8,954 shares
    Change vs previous 13F -1,179 shares

    0.13% of the 13F portfolio, value $2,652,112.

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

    • Colonial Trust Advisors: 1,306 shares
    • Colonial Trust Co / SC: 7,648 shares

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

  4. period ended2025-09-30
    13F 10,133 shares
    Change vs previous 13F +232 shares

    0.14% of the 13F portfolio, value $2,859,090.

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

    • Colonial Trust Advisors: 1,351 shares
    • Colonial Trust Co / SC: 8,782 shares

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

  5. period ended2025-06-30
    13F 9,901 shares
    Change vs previous 13F -61 shares

    0.15% of the 13F portfolio, value $2,918,678.

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

    • Colonial Trust Advisors: 1,150 shares
    • Colonial Trust Co / SC: 8,751 shares

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

  6. period ended2025-03-31
    13F 9,962 shares
    Change vs previous 13F -352 shares

    0.14% of the 13F portfolio, value $2,477,273.

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

    • Colonial Trust Advisors: 1,189 shares
    • Colonial Trust Co / SC: 8,773 shares

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

  7. period ended2024-12-31
    13F 10,314 shares
    Change vs previous 13F +1,039 shares

    0.13% of the 13F portfolio, value $2,267,381.

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

    • Colonial Trust Advisors: 1,035 shares
    • Colonial Trust Co / SC: 9,279 shares

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

  8. period ended2024-09-30
    13F 9,275 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,050,360.

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

    • Colonial Trust Advisors: 851 shares
    • Colonial Trust Co / SC: 8,424 shares

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