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Colonial Trust Advisors: MDT position timeline

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

Colonial Trust Advisors held 6,541 MDT 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 6,541 shares
    Change vs previous 13F -4,706 shares

    0.02% of the 13F portfolio, value $511,668.

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

    • Colonial Trust Advisors: 644 shares
    • Colonial Trust Co / SC: 5,897 shares

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

  2. period ended2026-03-31
    13F 11,247 shares
    Change vs previous 13F -116 shares

    0.05% of the 13F portfolio, value $974,500.

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

    • Colonial Trust Advisors: 694 shares
    • Colonial Trust Co / SC: 10,553 shares

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

  3. period ended2025-12-31
    13F 11,363 shares
    Change vs previous 13F -2,303 shares

    0.05% of the 13F portfolio, value $1,091,553.

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

    • Colonial Trust Advisors: 620 shares
    • Colonial Trust Co / SC: 10,743 shares

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

  4. period ended2025-09-30
    13F 13,666 shares
    Change vs previous 13F +19 shares

    0.06% of the 13F portfolio, value $1,301,519.

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

    • Colonial Trust Advisors: 714 shares
    • Colonial Trust Co / SC: 12,952 shares

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

  5. period ended2025-06-30
    13F 13,647 shares
    Change vs previous 13F -23 shares

    0.06% of the 13F portfolio, value $1,189,615.

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

    • Colonial Trust Advisors: 703 shares
    • Colonial Trust Co / SC: 12,944 shares

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

  6. period ended2025-03-31
    13F 13,670 shares
    Change vs previous 13F +618 shares

    0.07% of the 13F portfolio, value $1,228,333.

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

    • Colonial Trust Advisors: 693 shares
    • Colonial Trust Co / SC: 12,977 shares

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

  7. period ended2024-12-31
    13F 13,052 shares
    Change vs previous 13F -62 shares

    0.06% of the 13F portfolio, value $1,042,619.

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

    • Colonial Trust Advisors: 552 shares
    • Colonial Trust Co / SC: 12,500 shares

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

  8. period ended2024-09-30
    13F 13,114 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,180,726.

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

    • Colonial Trust Advisors: 591 shares
    • Colonial Trust Co / SC: 12,523 shares

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