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Colonial Trust Advisors: PM position timeline

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

Colonial Trust Advisors held 13,144 PM 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 13,144 shares
    Change vs previous 13F +578 shares

    0.11% of the 13F portfolio, value $2,377,825.

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

    • Colonial Trust Advisors: 1,839 shares
    • Colonial Trust Co / SC: 11,305 shares

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

  2. period ended2026-03-31
    13F 12,566 shares
    Change vs previous 13F -1,162 shares

    0.1% of the 13F portfolio, value $2,077,600.

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

    • Colonial Trust Advisors: 1,839 shares
    • Colonial Trust Co / SC: 10,727 shares

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

  3. period ended2025-12-31
    13F 13,728 shares
    Change vs previous 13F -169 shares

    0.11% of the 13F portfolio, value $2,202,027.

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

    • Colonial Trust Advisors: 1,558 shares
    • Colonial Trust Co / SC: 12,170 shares

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

  4. period ended2025-09-30
    13F 13,897 shares
    Change vs previous 13F -15 shares

    0.11% of the 13F portfolio, value $2,254,158.

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

    • Colonial Trust Advisors: 1,650 shares
    • Colonial Trust Co / SC: 12,247 shares

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

  5. period ended2025-06-30
    13F 13,912 shares
    Change vs previous 13F +25 shares

    0.13% of the 13F portfolio, value $2,533,777.

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

    • Colonial Trust Advisors: 1,650 shares
    • Colonial Trust Co / SC: 12,262 shares

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

  6. period ended2025-03-31
    13F 13,887 shares
    Change vs previous 13F -460 shares

    0.12% of the 13F portfolio, value $2,204,287.

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

    • Colonial Trust Advisors: 1,650 shares
    • Colonial Trust Co / SC: 12,237 shares

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

  7. period ended2024-12-31
    13F 14,347 shares
    Change vs previous 13F +1,073 shares

    0.1% of the 13F portfolio, value $1,726,721.

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

    • Colonial Trust Advisors: 1,650 shares
    • Colonial Trust Co / SC: 12,697 shares

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

  8. period ended2024-09-30
    13F 13,274 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,611,454.

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

    • Colonial Trust Advisors: 1,650 shares
    • Colonial Trust Co / SC: 11,624 shares

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