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Colonial Trust Advisors: SWK position timeline

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

Colonial Trust Advisors held 38 SWK 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 38 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $3,576.

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

    • Colonial Trust Advisors: 35 shares
    • Colonial Trust Co / SC: 3 shares

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

  2. period ended2026-03-31
    13F 35 shares
    Change vs previous 13F -330 shares

    <0.01% of the 13F portfolio, value $2,487.

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

    • Colonial Trust Advisors: 35 shares
    • Colonial Trust Co / SC: 0 shares

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

  3. period ended2025-12-31
    13F 365 shares
    Change vs previous 13F -2,895 shares

    <0.01% of the 13F portfolio, value $27,112.

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

    • Colonial Trust Advisors: 35 shares
    • Colonial Trust Co / SC: 330 shares

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

  4. period ended2025-09-30
    13F 3,260 shares
    Change vs previous 13F -198 shares

    0.01% of the 13F portfolio, value $242,316.

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

    • Colonial Trust Advisors: 105 shares
    • Colonial Trust Co / SC: 3,155 shares

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

  5. period ended2025-06-30
    13F 3,458 shares
    Change vs previous 13F +1,392 shares

    0.01% of the 13F portfolio, value $234,279.

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

    • Colonial Trust Advisors: 303 shares
    • Colonial Trust Co / SC: 3,155 shares

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

  6. period ended2025-03-31
    13F 2,066 shares
    Change vs previous 13F -239 shares

    0.01% of the 13F portfolio, value $158,834.

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

    • Colonial Trust Advisors: 418 shares
    • Colonial Trust Co / SC: 1,648 shares

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

  7. period ended2024-12-31
    13F 2,305 shares
    Change vs previous 13F +97 shares

    0.01% of the 13F portfolio, value $185,037.

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

    • Colonial Trust Advisors: 553 shares
    • Colonial Trust Co / SC: 1,752 shares

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

  8. period ended2024-09-30
    13F 2,208 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $243,155.

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

    • Colonial Trust Advisors: 674 shares
    • Colonial Trust Co / SC: 1,534 shares

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