Skip to content
Disclosery

Colonial Trust Advisors: MSFT position timeline

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

Colonial Trust Advisors held 212,965 MSFT 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 212,965 shares
    Change vs previous 13F -1,408 shares

    3.57% of the 13F portfolio, value $79,440,207.

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

    • Colonial Trust Advisors: 150,220 shares
    • Colonial Trust Co / SC: 62,745 shares

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

  2. period ended2026-03-31
    13F 214,373 shares
    Change vs previous 13F +2,015 shares

    3.92% of the 13F portfolio, value $79,354,475.

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

    • Colonial Trust Advisors: 150,752 shares
    • Colonial Trust Co / SC: 63,621 shares

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

  3. period ended2025-12-31
    13F 212,358 shares
    Change vs previous 13F +896 shares

    4.94% of the 13F portfolio, value $102,700,540.

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

    • Colonial Trust Advisors: 150,507 shares
    • Colonial Trust Co / SC: 61,851 shares

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

  4. period ended2025-09-30
    13F 211,462 shares
    Change vs previous 13F +7,355 shares

    5.37% of the 13F portfolio, value $109,526,547.

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

    • Colonial Trust Advisors: 150,144 shares
    • Colonial Trust Co / SC: 61,318 shares

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

  5. period ended2025-06-30
    13F 204,107 shares
    Change vs previous 13F -642 shares

    5.35% of the 13F portfolio, value $101,524,842.

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

    • Colonial Trust Advisors: 144,328 shares
    • Colonial Trust Co / SC: 59,779 shares

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

  6. period ended2025-03-31
    13F 204,749 shares
    Change vs previous 13F -1,757 shares

    4.35% of the 13F portfolio, value $76,860,775.

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

    • Colonial Trust Advisors: 143,662 shares
    • Colonial Trust Co / SC: 61,087 shares

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

  7. period ended2024-12-31
    13F 206,506 shares
    Change vs previous 13F +288 shares

    4.83% of the 13F portfolio, value $87,042,229.

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

    • Colonial Trust Advisors: 142,802 shares
    • Colonial Trust Co / SC: 63,704 shares

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

  8. period ended2024-09-30
    13F 206,218 shares
    Change vs previous 13F not available

    4.92% of the 13F portfolio, value $88,735,743.

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

    • Colonial Trust Advisors: 149,057 shares
    • Colonial Trust Co / SC: 57,161 shares

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