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Colonial Trust Advisors: MA position timeline

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

Colonial Trust Advisors held 2,086 MA 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 2,086 shares
    Change vs previous 13F -185 shares

    0.05% of the 13F portfolio, value $1,071,310.

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

    • Colonial Trust Advisors: 872 shares
    • Colonial Trust Co / SC: 1,214 shares

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

  2. period ended2026-03-31
    13F 2,271 shares
    Change vs previous 13F -144 shares

    0.06% of the 13F portfolio, value $1,134,808.

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

    • Colonial Trust Advisors: 831 shares
    • Colonial Trust Co / SC: 1,440 shares

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

  3. period ended2025-12-31
    13F 2,415 shares
    Change vs previous 13F +52 shares

    0.07% of the 13F portfolio, value $1,378,831.

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

    • Colonial Trust Advisors: 1,018 shares
    • Colonial Trust Co / SC: 1,397 shares

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

  4. period ended2025-09-30
    13F 2,363 shares
    Change vs previous 13F +445 shares

    0.07% of the 13F portfolio, value $1,344,253.

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

    • Colonial Trust Advisors: 1,018 shares
    • Colonial Trust Co / SC: 1,345 shares

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

  5. period ended2025-06-30
    13F 1,918 shares
    Change vs previous 13F -83 shares

    0.06% of the 13F portfolio, value $1,077,954.

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

    • Colonial Trust Advisors: 616 shares
    • Colonial Trust Co / SC: 1,302 shares

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

  6. period ended2025-03-31
    13F 2,001 shares
    Change vs previous 13F -116 shares

    0.06% of the 13F portfolio, value $1,096,718.

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

    • Colonial Trust Advisors: 674 shares
    • Colonial Trust Co / SC: 1,327 shares

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

  7. period ended2024-12-31
    13F 2,117 shares
    Change vs previous 13F -11 shares

    0.06% of the 13F portfolio, value $1,114,910.

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

    • Colonial Trust Advisors: 674 shares
    • Colonial Trust Co / SC: 1,443 shares

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

  8. period ended2024-09-30
    13F 2,128 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,050,646.

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

    • Colonial Trust Advisors: 838 shares
    • Colonial Trust Co / SC: 1,290 shares

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