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Colonial Trust Advisors: XLK position timeline

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

Colonial Trust Advisors held 2,736 XLK 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 2,736 shares
    Change vs previous 13F -53 shares

    0.02% of the 13F portfolio, value $521,285.

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

    • Colonial Trust Advisors: 2,313 shares
    • Colonial Trust Co / SC: 423 shares

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

  2. period ended2026-03-31
    13F 2,789 shares
    Change vs previous 13F -100 shares

    0.02% of the 13F portfolio, value $370,638.

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

    • Colonial Trust Advisors: 2,341 shares
    • Colonial Trust Co / SC: 448 shares

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

  3. period ended2025-12-31
    13F 2,889 shares
    Change vs previous 13F +1,295 shares

    0.02% of the 13F portfolio, value $415,871.

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

    • Colonial Trust Advisors: 2,441 shares
    • Colonial Trust Co / SC: 448 shares

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

  4. period ended2025-09-30
    13F 1,594 shares
    Change vs previous 13F -304 shares

    0.02% of the 13F portfolio, value $449,323.

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

    • Colonial Trust Advisors: 1,370 shares
    • Colonial Trust Co / SC: 224 shares

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

  5. period ended2025-06-30
    13F 1,898 shares
    Change vs previous 13F -125 shares

    0.03% of the 13F portfolio, value $480,629.

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

    • Colonial Trust Advisors: 1,670 shares
    • Colonial Trust Co / SC: 228 shares

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

  6. period ended2025-03-31
    13F 2,023 shares
    Change vs previous 13F -594 shares

    0.02% of the 13F portfolio, value $417,672.

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

    • Colonial Trust Advisors: 1,795 shares
    • Colonial Trust Co / SC: 228 shares

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

  7. period ended2024-12-31
    13F 2,617 shares
    Change vs previous 13F +107 shares

    0.03% of the 13F portfolio, value $608,421.

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

    • Colonial Trust Advisors: 1,795 shares
    • Colonial Trust Co / SC: 822 shares

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

  8. period ended2024-09-30
    13F 2,510 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $566,658.

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

    • Colonial Trust Advisors: 1,688 shares
    • Colonial Trust Co / SC: 822 shares

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