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Colonial Trust Advisors: USMV position timeline

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

Colonial Trust Advisors held 66,580 USMV 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 66,580 shares
    Change vs previous 13F +3,497 shares

    0.29% of the 13F portfolio, value $6,422,353.

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

    • Colonial Trust Advisors: 57,953 shares
    • Colonial Trust Co / SC: 8,627 shares

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

  2. period ended2026-03-31
    13F 63,083 shares
    Change vs previous 13F -1,156 shares

    0.29% of the 13F portfolio, value $5,850,354.

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

    • Colonial Trust Advisors: 57,953 shares
    • Colonial Trust Co / SC: 5,130 shares

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

  3. period ended2025-12-31
    13F 64,239 shares
    Change vs previous 13F +3,992 shares

    0.29% of the 13F portfolio, value $6,048,782.

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

    • Colonial Trust Advisors: 59,103 shares
    • Colonial Trust Co / SC: 5,136 shares

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

  4. period ended2025-09-30
    13F 60,247 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $5,731,900.

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

    • Colonial Trust Advisors: 54,620 shares
    • Colonial Trust Co / SC: 5,627 shares

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

  5. period ended2025-06-30
    13F 60,247 shares
    Change vs previous 13F +3,775 shares

    0.3% of the 13F portfolio, value $5,655,385.

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

    • Colonial Trust Advisors: 54,620 shares
    • Colonial Trust Co / SC: 5,627 shares

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

  6. period ended2025-03-31
    13F 56,472 shares
    Change vs previous 13F +17,181 shares

    0.3% of the 13F portfolio, value $5,289,167.

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

    • Colonial Trust Advisors: 54,620 shares
    • Colonial Trust Co / SC: 1,852 shares

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

  7. period ended2024-12-31
    13F 39,291 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $3,488,648.

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

    • Colonial Trust Advisors: 36,020 shares
    • Colonial Trust Co / SC: 3,271 shares

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

  8. period ended2024-09-30
    13F 39,291 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,587,661.

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

    • Colonial Trust Advisors: 36,020 shares
    • Colonial Trust Co / SC: 3,271 shares

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