Position in CALY
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,164
+$1,830 QoQ
Shares Held
300
+50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CALY Over Time
Shares Held
Position Value (USD)
Position in Leisure
Consumer Cyclical · as of Mar 31, 2026Colonial Trust Advisors holds $2,260,411 across 3 Leisure names. CALY ranks #2 (0.2% of the industry book) .
All Filings in CALY
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,164 | 300 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,334 | 200 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,900 | 200 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,610 | 200 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,318 | 200 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,572 | 200 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,196 | 200 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,530 | 100 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,617 | 100 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,434 | 100 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,384 | 100 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,985 | 100 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||