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Colonial Trust Advisors: WMB position timeline

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

Colonial Trust Advisors held 66,959 WMB 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 66,959 shares
    Change vs previous 13F +2,952 shares

    0.22% of the 13F portfolio, value $4,977,737.

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

    • Colonial Trust Advisors: 40,966 shares
    • Colonial Trust Co / SC: 25,993 shares

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

  2. period ended2026-03-31
    13F 64,007 shares
    Change vs previous 13F +2,394 shares

    0.23% of the 13F portfolio, value $4,658,420.

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

    • Colonial Trust Advisors: 38,585 shares
    • Colonial Trust Co / SC: 25,422 shares

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

  3. period ended2025-12-31
    13F 61,613 shares
    Change vs previous 13F +7,913 shares

    0.18% of the 13F portfolio, value $3,703,569.

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

    • Colonial Trust Advisors: 35,619 shares
    • Colonial Trust Co / SC: 25,994 shares

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

  4. period ended2025-09-30
    13F 53,700 shares
    Change vs previous 13F +33,399 shares

    0.17% of the 13F portfolio, value $3,401,900.

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

    • Colonial Trust Advisors: 30,761 shares
    • Colonial Trust Co / SC: 22,939 shares

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

  5. period ended2025-06-30
    13F 20,301 shares
    Change vs previous 13F +17,505 shares

    0.07% of the 13F portfolio, value $1,275,122.

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

    • Colonial Trust Advisors: 9,894 shares
    • Colonial Trust Co / SC: 10,407 shares

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

  6. period ended2025-03-31
    13F 2,796 shares
    Change vs previous 13F -676 shares

    0.03% of the 13F portfolio, value $167,089.

    13F-HR 0001398344-25-009321 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).

  7. period ended2024-12-31
    13F 3,472 shares
    Change vs previous 13F +219 shares

    0.03% of the 13F portfolio, value $187,899.

    13F-HR 0001398344-25-002790 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: 3,472 shares

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

  8. period ended2024-09-30
    13F 3,253 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $148,499.

    13F-HR 0001398344-24-020483 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: 3,253 shares

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