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Colonial Trust Advisors: ORCL position timeline

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

Colonial Trust Advisors held 143,444 ORCL 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 143,444 shares
    Change vs previous 13F +709 shares

    0.94% of the 13F portfolio, value $21,021,798.

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

    • Colonial Trust Advisors: 95,821 shares
    • Colonial Trust Co / SC: 47,623 shares

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

  2. period ended2026-03-31
    13F 142,735 shares
    Change vs previous 13F +1,906 shares

    1.04% of the 13F portfolio, value $20,997,858.

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

    • Colonial Trust Advisors: 94,425 shares
    • Colonial Trust Co / SC: 48,310 shares

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

  3. period ended2025-12-31
    13F 140,829 shares
    Change vs previous 13F -4,776 shares

    1.32% of the 13F portfolio, value $27,449,034.

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

    • Colonial Trust Advisors: 93,604 shares
    • Colonial Trust Co / SC: 47,225 shares

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

  4. period ended2025-09-30
    13F 145,605 shares
    Change vs previous 13F +3,167 shares

    2.01% of the 13F portfolio, value $40,949,895.

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

    • Colonial Trust Advisors: 96,736 shares
    • Colonial Trust Co / SC: 48,869 shares

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

  5. period ended2025-06-30
    13F 142,438 shares
    Change vs previous 13F -35 shares

    1.64% of the 13F portfolio, value $31,141,110.

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

    • Colonial Trust Advisors: 94,492 shares
    • Colonial Trust Co / SC: 47,946 shares

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

  6. period ended2025-03-31
    13F 142,473 shares
    Change vs previous 13F -1,120 shares

    1.13% of the 13F portfolio, value $19,919,118.

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

    • Colonial Trust Advisors: 92,892 shares
    • Colonial Trust Co / SC: 49,581 shares

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

  7. period ended2024-12-31
    13F 143,593 shares
    Change vs previous 13F -1,772 shares

    1.33% of the 13F portfolio, value $23,928,247.

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

    • Colonial Trust Advisors: 93,295 shares
    • Colonial Trust Co / SC: 50,298 shares

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

  8. period ended2024-09-30
    13F 145,365 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $24,770,173.

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

    • Colonial Trust Advisors: 96,551 shares
    • Colonial Trust Co / SC: 48,814 shares

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