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Colonial Trust Advisors: SMCI position timeline

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

Colonial Trust Advisors held 23 SMCI 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 23 shares
    Change vs previous 13F +13 shares

    <0.01% of the 13F portfolio, value $675.

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

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

  2. period ended2026-03-31
    13F 10 shares
    Change vs previous 13F +1 shares

    <0.01% of the 13F portfolio, value $228.

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

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

  3. period ended2025-12-31
    13F 9 shares
    Change vs previous 13F -3 shares

    <0.01% of the 13F portfolio, value $263.

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

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

  4. period ended2025-09-30
    13F 12 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $575.

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

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

  5. period ended2025-06-30
    13F 16 shares
    Change vs previous 13F -124 shares

    <0.01% of the 13F portfolio, value $784.

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

    • Colonial Trust Advisors: 0 shares
    • Colonial Trust Co / SC: 16 shares

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

  6. period ended2025-03-31
    13F 140 shares
    Change vs previous 13F +30 shares

    <0.01% of the 13F portfolio, value $4,794.

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

    • Colonial Trust Advisors: 100 shares
    • Colonial Trust Co / SC: 40 shares

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

  7. period ended2024-12-31
    13F 110 shares
    Change vs previous 13F +78 shares

    <0.01% of the 13F portfolio, value $3,353.

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

    • Colonial Trust Advisors: 100 shares
    • Colonial Trust Co / SC: 10 shares

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

  8. period ended2024-09-30
    13F 32 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $13,308.

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

    • Colonial Trust Advisors: 30 shares
    • Colonial Trust Co / SC: 2 shares

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