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Disclosery

Colonial Trust Advisors: MSCI position timeline

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

Colonial Trust Advisors held 24 MSCI 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 24 shares
    Change vs previous 13F +22 shares

    <0.01% of the 13F portfolio, value $13,441.

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

    • Colonial Trust Advisors: 22 shares
    • Colonial Trust Co / SC: 2 shares

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

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

    <0.01% of the 13F portfolio, value $1,078.

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

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

  3. period ended2025-12-31
    13F 15 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $8,873.

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

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

  4. period ended2025-09-30
    13F 15 shares
    Change vs previous 13F -1 shares

    <0.01% of the 13F portfolio, value $8,776.

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

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

  5. period ended2025-06-30
    13F 16 shares
    Change vs previous 13F -17 shares

    <0.01% of the 13F portfolio, value $9,497.

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

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

  6. period ended2025-03-31
    13F 33 shares
    Change vs previous 13F -36 shares

    <0.01% of the 13F portfolio, value $18,385.

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

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

  7. period ended2024-12-31
    13F 69 shares
    Change vs previous 13F +38 shares

    0.01% of the 13F portfolio, value $41,587.

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

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

  8. period ended2024-09-30
    13F 31 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $18,039.

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

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