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Colonial Trust Advisors: MUB position timeline

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

Colonial Trust Advisors held 5,385 MUB 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 5,385 shares
    Change vs previous 13F +25 shares

    0.03% of the 13F portfolio, value $579,534.

    13F-HR 0001398344-26-013987 filed by Colonial Trust Co / SC
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 1,525 shares
    • Colonial Trust Co / SC: 3,860 shares

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

  2. period ended2026-03-31
    13F 5,360 shares
    Change vs previous 13F +81 shares

    0.03% of the 13F portfolio, value $568,964.

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

    • Colonial Trust Advisors: 1,500 shares
    • Colonial Trust Co / SC: 3,860 shares

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

  3. period ended2025-12-31
    13F 5,279 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $565,434.

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

    • Colonial Trust Advisors: 1,500 shares
    • Colonial Trust Co / SC: 3,779 shares

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

  4. period ended2025-09-30
    13F 5,279 shares
    Change vs previous 13F -631 shares

    0.03% of the 13F portfolio, value $562,161.

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

    • Colonial Trust Advisors: 1,500 shares
    • Colonial Trust Co / SC: 3,779 shares

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

  5. period ended2025-06-30
    13F 5,910 shares
    Change vs previous 13F -1,148 shares

    0.03% of the 13F portfolio, value $617,441.

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

    • Colonial Trust Advisors: 2,008 shares
    • Colonial Trust Co / SC: 3,902 shares

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

  6. period ended2025-03-31
    13F 7,058 shares
    Change vs previous 13F +3,445 shares

    0.04% of the 13F portfolio, value $744,144.

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

    • Colonial Trust Advisors: 3,816 shares
    • Colonial Trust Co / SC: 3,242 shares

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

  7. period ended2024-12-31
    13F 3,613 shares
    Change vs previous 13F +1,370 shares

    0.02% of the 13F portfolio, value $384,941.

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

    • Colonial Trust Advisors: 2,008 shares
    • Colonial Trust Co / SC: 1,605 shares

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

  8. period ended2024-09-30
    13F 2,243 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $243,695.

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

    • Colonial Trust Advisors: 2,008 shares
    • Colonial Trust Co / SC: 235 shares

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