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Colonial Trust Advisors: MKL position timeline

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

Colonial Trust Advisors held 128 MKL 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 128 shares
    Change vs previous 13F -65 shares

    0.01% of the 13F portfolio, value $249,985.

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

    • Colonial Trust Advisors: 85 shares
    • Colonial Trust Co / SC: 43 shares

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

  2. period ended2026-03-31
    13F 193 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $369,416.

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

    • Colonial Trust Advisors: 85 shares
    • Colonial Trust Co / SC: 108 shares

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

  3. period ended2025-12-31
    13F 193 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $414,882.

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

    • Colonial Trust Advisors: 85 shares
    • Colonial Trust Co / SC: 108 shares

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

  4. period ended2025-09-30
    13F 193 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $368,893.

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

    • Colonial Trust Advisors: 85 shares
    • Colonial Trust Co / SC: 108 shares

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

  5. period ended2025-06-30
    13F 193 shares
    Change vs previous 13F -4 shares

    0.02% of the 13F portfolio, value $385,491.

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

    • Colonial Trust Advisors: 85 shares
    • Colonial Trust Co / SC: 108 shares

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

  6. period ended2025-03-31
    13F 197 shares
    Change vs previous 13F -13 shares

    0.02% of the 13F portfolio, value $368,313.

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

    • Colonial Trust Advisors: 89 shares
    • Colonial Trust Co / SC: 108 shares

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

  7. period ended2024-12-31
    13F 210 shares
    Change vs previous 13F +33 shares

    0.02% of the 13F portfolio, value $362,508.

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

    • Colonial Trust Advisors: 89 shares
    • Colonial Trust Co / SC: 121 shares

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

  8. period ended2024-09-30
    13F 177 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $277,639.

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

    • Colonial Trust Advisors: 89 shares
    • Colonial Trust Co / SC: 88 shares

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