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Colonial Trust Advisors: NEM position timeline

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

Colonial Trust Advisors held 8,571 NEM 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 8,571 shares
    Change vs previous 13F +8,176 shares

    0.04% of the 13F portfolio, value $800,516.

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

    • Colonial Trust Advisors: 6,688 shares
    • Colonial Trust Co / SC: 1,883 shares

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

  2. period ended2026-03-31
    13F 395 shares
    Change vs previous 13F +129 shares

    <0.01% of the 13F portfolio, value $42,788.

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

    • Colonial Trust Advisors: 350 shares
    • Colonial Trust Co / SC: 45 shares

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

  3. period ended2025-12-31
    13F 266 shares
    Change vs previous 13F -463 shares

    <0.01% of the 13F portfolio, value $26,556.

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

    • Colonial Trust Advisors: 221 shares
    • Colonial Trust Co / SC: 45 shares

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

  4. period ended2025-09-30
    13F 729 shares
    Change vs previous 13F +118 shares

    <0.01% of the 13F portfolio, value $61,435.

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

    • Colonial Trust Advisors: 684 shares
    • Colonial Trust Co / SC: 45 shares

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

  5. period ended2025-06-30
    13F 611 shares
    Change vs previous 13F +24 shares

    <0.01% of the 13F portfolio, value $35,611.

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

    • Colonial Trust Advisors: 566 shares
    • Colonial Trust Co / SC: 45 shares

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

  6. period ended2025-03-31
    13F 587 shares
    Change vs previous 13F +451 shares

    <0.01% of the 13F portfolio, value $28,335.

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

    • Colonial Trust Advisors: 565 shares
    • Colonial Trust Co / SC: 22 shares

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

  7. period ended2024-12-31
    13F 136 shares
    Change vs previous 13F -394 shares

    <0.01% of the 13F portfolio, value $5,062.

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

    • Colonial Trust Advisors: 136 shares
    • Colonial Trust Co / SC: 0 shares

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

  8. period ended2024-09-30
    13F 530 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $28,328.

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

    • Colonial Trust Advisors: 416 shares
    • Colonial Trust Co / SC: 114 shares

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