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Disclosery

American Trust: BRK-B position timeline

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

American Trust held 2,830 BRK-B 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 2,830 shares
    Change vs previous 13F -213 shares

    0.11% of the 13F portfolio, value $1,416,104.

    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 3,043 shares
    Change vs previous 13F -127 shares

    0.13% of the 13F portfolio, value $1,458,206.

    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 3,170 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,593,401.

    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 3,170 shares
    Change vs previous 13F +75 shares

    0.13% of the 13F portfolio, value $1,593,686.

    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 3,095 shares
    Change vs previous 13F +80 shares

    0.14% of the 13F portfolio, value $1,503,458.

    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 3,015 shares
    Change vs previous 13F -32 shares

    0.4% of the 13F portfolio, value $1,605,729.

    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 3,047 shares
    Change vs previous 13F -19 shares

    0.11% of the 13F portfolio, value $1,381,144.

    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 3,066 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,411,157.

    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).