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Disclosery

American Trust: AAPL position timeline

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

American Trust held 56,242 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,242 shares
    Change vs previous 13F +148 shares

    1.25% of the 13F portfolio, value $16,274,185.

    13F-HR 0001905128-26-000005 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 56,094 shares
    Change vs previous 13F -11,961 shares

    1.26% of the 13F portfolio, value $14,236,096.

    13F-HR 0001905128-26-000004 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 68,055 shares
    Change vs previous 13F -3,680 shares

    1.56% of the 13F portfolio, value $18,501,432.

    13F-HR 0001905128-26-000002 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 71,735 shares
    Change vs previous 13F +536 shares

    1.54% of the 13F portfolio, value $18,265,883.

    13F-HR 0001905128-25-000010 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 71,199 shares
    Change vs previous 13F +11,698 shares

    1.38% of the 13F portfolio, value $14,607,899.

    13F-HR 0001905128-25-000007 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 59,501 shares
    Change vs previous 13F -15,356 shares

    3.26% of the 13F portfolio, value $13,216,957.

    13F-HR 0001905128-25-000004 filed by American Trust
    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 74,857 shares
    Change vs previous 13F -2,435 shares

    1.43% of the 13F portfolio, value $18,745,690.

    13F-HR 0001905128-25-000002 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 77,292 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $18,009,036.

    13F-HR 0001905128-24-000008 filed by American Trust
    Filed (acceptance time not in the bulk data set), ingested

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