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Colonial Trust Advisors: META position timeline

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

Colonial Trust Advisors held 36,325 META 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 36,325 shares
    Change vs previous 13F -314 shares

    0.92% of the 13F portfolio, value $20,461,497.

    13F-HR 0001398344-26-013984 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 23,134 shares
    • Colonial Trust Co / SC: 13,191 shares

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

  2. period ended2026-03-31
    13F 36,639 shares
    Change vs previous 13F +25 shares

    1.04% of the 13F portfolio, value $20,962,595.

    13F-HR 0001398344-26-009001 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 22,461 shares
    • Colonial Trust Co / SC: 14,178 shares

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

  3. period ended2025-12-31
    13F 36,614 shares
    Change vs previous 13F +3,205 shares

    1.16% of the 13F portfolio, value $24,168,660.

    13F-HR 0001398344-26-002829 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 22,166 shares
    • Colonial Trust Co / SC: 14,448 shares

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

  4. period ended2025-09-30
    13F 33,409 shares
    Change vs previous 13F +1,862 shares

    1.2% of the 13F portfolio, value $24,534,939.

    13F-HR 0001398344-25-020602 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 20,329 shares
    • Colonial Trust Co / SC: 13,080 shares

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

  5. period ended2025-06-30
    13F 31,547 shares
    Change vs previous 13F +616 shares

    1.23% of the 13F portfolio, value $23,284,336.

    13F-HR 0001398344-25-015189 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 19,103 shares
    • Colonial Trust Co / SC: 12,444 shares

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

  6. period ended2025-03-31
    13F 30,931 shares
    Change vs previous 13F +47 shares

    1.01% of the 13F portfolio, value $17,827,126.

    13F-HR 0001398344-25-009319 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 18,676 shares
    • Colonial Trust Co / SC: 12,255 shares

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

  7. period ended2024-12-31
    13F 30,884 shares
    Change vs previous 13F +1,116 shares

    1% of the 13F portfolio, value $18,083,268.

    13F-HR 0001398344-25-002651 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 18,439 shares
    • Colonial Trust Co / SC: 12,445 shares

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

  8. period ended2024-09-30
    13F 29,768 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $17,040,552.

    13F-HR 0001398344-24-020481 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 18,365 shares
    • Colonial Trust Co / SC: 11,403 shares

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