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Colonial Trust Advisors: KLAC position timeline

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

Colonial Trust Advisors held 1,014 KLAC 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 1,014 shares
    Change vs previous 13F +904 shares

    0.01% of the 13F portfolio, value $306,186.

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

    • Colonial Trust Advisors: 370 shares
    • Colonial Trust Co / SC: 644 shares

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

  2. period ended2026-03-31
    13F 110 shares
    Change vs previous 13F -6 shares

    0.01% of the 13F portfolio, value $162,551.

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

    • Colonial Trust Advisors: 35 shares
    • Colonial Trust Co / SC: 75 shares

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

  3. period ended2025-12-31
    13F 116 shares
    Change vs previous 13F -38 shares

    0.01% of the 13F portfolio, value $140,997.

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

    • Colonial Trust Advisors: 35 shares
    • Colonial Trust Co / SC: 81 shares

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

  4. period ended2025-09-30
    13F 154 shares
    Change vs previous 13F -15 shares

    0.01% of the 13F portfolio, value $166,142.

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

    • Colonial Trust Advisors: 35 shares
    • Colonial Trust Co / SC: 119 shares

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

  5. period ended2025-06-30
    13F 169 shares
    Change vs previous 13F -5 shares

    0.01% of the 13F portfolio, value $151,405.

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

    • Colonial Trust Advisors: 50 shares
    • Colonial Trust Co / SC: 119 shares

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

  6. period ended2025-03-31
    13F 174 shares
    Change vs previous 13F -24 shares

    0.01% of the 13F portfolio, value $118,299.

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

    • Colonial Trust Advisors: 50 shares
    • Colonial Trust Co / SC: 124 shares

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

  7. period ended2024-12-31
    13F 198 shares
    Change vs previous 13F +12 shares

    0.01% of the 13F portfolio, value $124,772.

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

    • Colonial Trust Advisors: 55 shares
    • Colonial Trust Co / SC: 143 shares

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

  8. period ended2024-09-30
    13F 186 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $144,044.

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

    • Colonial Trust Advisors: 55 shares
    • Colonial Trust Co / SC: 131 shares

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