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Disclosery

Colonial Trust Advisors: WM position timeline

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

Colonial Trust Advisors held 94,412 WM 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 94,412 shares
    Change vs previous 13F +861 shares

    0.95% of the 13F portfolio, value $21,042,554.

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

    • Colonial Trust Advisors: 61,406 shares
    • Colonial Trust Co / SC: 33,006 shares

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

  2. period ended2026-03-31
    13F 93,551 shares
    Change vs previous 13F +1,164 shares

    1.06% of the 13F portfolio, value $21,497,277.

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

    • Colonial Trust Advisors: 60,456 shares
    • Colonial Trust Co / SC: 33,095 shares

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

  3. period ended2025-12-31
    13F 92,387 shares
    Change vs previous 13F +2,122 shares

    0.98% of the 13F portfolio, value $20,298,176.

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

    • Colonial Trust Advisors: 60,008 shares
    • Colonial Trust Co / SC: 32,379 shares

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

  4. period ended2025-09-30
    13F 90,265 shares
    Change vs previous 13F +1,491 shares

    0.98% of the 13F portfolio, value $19,933,363.

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

    • Colonial Trust Advisors: 58,413 shares
    • Colonial Trust Co / SC: 31,852 shares

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

  5. period ended2025-06-30
    13F 88,774 shares
    Change vs previous 13F -106 shares

    1.07% of the 13F portfolio, value $20,313,161.

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

    • Colonial Trust Advisors: 57,944 shares
    • Colonial Trust Co / SC: 30,830 shares

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

  6. period ended2025-03-31
    13F 88,880 shares
    Change vs previous 13F +774 shares

    1.16% of the 13F portfolio, value $20,576,713.

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

    • Colonial Trust Advisors: 57,979 shares
    • Colonial Trust Co / SC: 30,901 shares

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

  7. period ended2024-12-31
    13F 88,106 shares
    Change vs previous 13F +992 shares

    0.99% of the 13F portfolio, value $17,778,802.

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

    • Colonial Trust Advisors: 57,952 shares
    • Colonial Trust Co / SC: 30,154 shares

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

  8. period ended2024-09-30
    13F 87,114 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $18,084,783.

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

    • Colonial Trust Advisors: 58,101 shares
    • Colonial Trust Co / SC: 29,013 shares

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