Skip to content
Disclosery

Colonial Trust Advisors: SMLF position timeline

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

Colonial Trust Advisors held 3,958 SMLF 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 3,958 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $352,837.

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

    • Colonial Trust Advisors: 3,308 shares
    • Colonial Trust Co / SC: 650 shares

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

  2. period ended2026-03-31
    13F 3,958 shares
    Change vs previous 13F -115 shares

    0.01% of the 13F portfolio, value $298,790.

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

    • Colonial Trust Advisors: 3,208 shares
    • Colonial Trust Co / SC: 750 shares

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

  3. period ended2025-12-31
    13F 4,073 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $304,986.

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

    • Colonial Trust Advisors: 3,223 shares
    • Colonial Trust Co / SC: 850 shares

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

  4. period ended2025-09-30
    13F 4,073 shares
    Change vs previous 13F -35 shares

    0.01% of the 13F portfolio, value $302,828.

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

    • Colonial Trust Advisors: 3,223 shares
    • Colonial Trust Co / SC: 850 shares

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

  5. period ended2025-06-30
    13F 4,108 shares
    Change vs previous 13F -175 shares

    0.01% of the 13F portfolio, value $279,139.

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

    • Colonial Trust Advisors: 3,258 shares
    • Colonial Trust Co / SC: 850 shares

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

  6. period ended2025-03-31
    13F 4,283 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $266,231.

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

    • Colonial Trust Advisors: 3,333 shares
    • Colonial Trust Co / SC: 950 shares

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

  7. period ended2024-12-31
    13F 4,283 shares
    Change vs previous 13F -50 shares

    0.02% of the 13F portfolio, value $289,103.

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

    • Colonial Trust Advisors: 3,333 shares
    • Colonial Trust Co / SC: 950 shares

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

  8. period ended2024-09-30
    13F 4,333 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $287,495.

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

    • Colonial Trust Advisors: 3,333 shares
    • Colonial Trust Co / SC: 1,000 shares

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