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Colonial Trust Advisors: MLM position timeline

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

Colonial Trust Advisors held 1,498 MLM 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 1,498 shares
    Change vs previous 13F -18 shares

    0.04% of the 13F portfolio, value $863,947.

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

    • Colonial Trust Advisors: 1,290 shares
    • Colonial Trust Co / SC: 208 shares

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

  2. period ended2026-03-31
    13F 1,516 shares
    Change vs previous 13F -121 shares

    0.04% of the 13F portfolio, value $892,490.

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

    • Colonial Trust Advisors: 1,308 shares
    • Colonial Trust Co / SC: 208 shares

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

  3. period ended2025-12-31
    13F 1,637 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $1,019,350.

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

    • Colonial Trust Advisors: 1,404 shares
    • Colonial Trust Co / SC: 233 shares

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

  4. period ended2025-09-30
    13F 1,637 shares
    Change vs previous 13F -812 shares

    0.05% of the 13F portfolio, value $1,031,824.

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

    • Colonial Trust Advisors: 1,404 shares
    • Colonial Trust Co / SC: 233 shares

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

  5. period ended2025-06-30
    13F 2,449 shares
    Change vs previous 13F -305 shares

    0.07% of the 13F portfolio, value $1,344,451.

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

    • Colonial Trust Advisors: 2,216 shares
    • Colonial Trust Co / SC: 233 shares

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

  6. period ended2025-03-31
    13F 2,754 shares
    Change vs previous 13F -65 shares

    0.07% of the 13F portfolio, value $1,316,770.

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

    • Colonial Trust Advisors: 2,476 shares
    • Colonial Trust Co / SC: 278 shares

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

  7. period ended2024-12-31
    13F 2,819 shares
    Change vs previous 13F -20 shares

    0.08% of the 13F portfolio, value $1,456,014.

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

    • Colonial Trust Advisors: 2,544 shares
    • Colonial Trust Co / SC: 275 shares

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

  8. period ended2024-09-30
    13F 2,839 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,528,092.

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

    • Colonial Trust Advisors: 2,564 shares
    • Colonial Trust Co / SC: 275 shares

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