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
- period ended2026-06-3013F 2,086 sharesChange 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).
- period ended2026-03-3113F 2,271 sharesChange 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).
- period ended2025-12-3113F 2,415 sharesChange 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).
- period ended2025-09-3013F 2,363 sharesChange 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).
- period ended2025-06-3013F 1,918 sharesChange 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).
- period ended2025-03-3113F 2,001 sharesChange 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).
- period ended2024-12-3113F 2,117 sharesChange 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).
- period ended2024-09-3013F 2,128 sharesChange 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).