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Disclosery

American Trust: BR position timeline

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

American Trust held 9,930 BR 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 9,930 shares
    Change vs previous 13F +670 shares

    0.1% of the 13F portfolio, value $1,359,914.

    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 9,260 shares
    Change vs previous 13F -1,226 shares

    0.13% of the 13F portfolio, value $1,504,565.

    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 10,486 shares
    Change vs previous 13F -72 shares

    0.2% of the 13F portfolio, value $2,340,161.

    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 10,558 shares
    Change vs previous 13F -209 shares

    0.21% of the 13F portfolio, value $2,514,599.

    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 10,767 shares
    Change vs previous 13F +128 shares

    0.25% of the 13F portfolio, value $2,616,704.

    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 10,639 shares
    Change vs previous 13F +70 shares

    0.64% of the 13F portfolio, value $2,579,532.

    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 10,569 shares
    Change vs previous 13F +183 shares

    0.18% of the 13F portfolio, value $2,389,545.

    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 10,386 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,233,302.

    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).