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Disclosery

American Trust: CMI position timeline

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

American Trust held 7,524 CMI 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 7,524 shares
    Change vs previous 13F -569 shares

    0.41% of the 13F portfolio, value $5,366,192.

    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 8,093 shares
    Change vs previous 13F -1,767 shares

    0.38% of the 13F portfolio, value $4,354,196.

    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 9,860 shares
    Change vs previous 13F -105 shares

    0.42% of the 13F portfolio, value $5,033,037.

    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 9,965 shares
    Change vs previous 13F -145 shares

    0.36% of the 13F portfolio, value $4,208,917.

    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 10,110 shares
    Change vs previous 13F +161 shares

    0.31% of the 13F portfolio, value $3,311,025.

    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 9,949 shares
    Change vs previous 13F -67 shares

    0.77% of the 13F portfolio, value $3,118,403.

    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 10,016 shares
    Change vs previous 13F -1,904 shares

    0.27% of the 13F portfolio, value $3,491,578.

    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 11,920 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $3,859,577.

    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).