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Disclosery

American Trust: BIV position timeline

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

American Trust held 1,214,066 BIV 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 1,214,066 shares
    Change vs previous 13F -26,327 shares

    7.18% of the 13F portfolio, value $93,118,844.

    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 1,240,393 shares
    Change vs previous 13F +92,702 shares

    8.46% of the 13F portfolio, value $95,733,513.

    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 1,147,691 shares
    Change vs previous 13F -1,004 shares

    7.53% of the 13F portfolio, value $89,577,316.

    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 1,148,695 shares
    Change vs previous 13F +87,687 shares

    7.58% of the 13F portfolio, value $89,701,579.

    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 1,061,008 shares
    Change vs previous 13F +1,061,008 shares

    7.73% of the 13F portfolio, value $82,058,359.

    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 0 shares
    Change vs previous 13F -926,492 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 926,492 shares
    Change vs previous 13F -71,423 shares

    5.27% of the 13F portfolio, value $69,236,710.

    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 997,915 shares
    Change vs previous 13F not available

    6.45% of the 13F portfolio, value $78,206,571.

    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).