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Disclosery

American Trust: DGRO position timeline

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

American Trust held 1,039,043 DGRO 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 1,039,043 shares
    Change vs previous 13F +45,289 shares

    6.07% of the 13F portfolio, value $78,749,095.

    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 993,754 shares
    Change vs previous 13F +32,783 shares

    6.16% of the 13F portfolio, value $69,741,657.

    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 960,971 shares
    Change vs previous 13F +133,917 shares

    5.61% of the 13F portfolio, value $66,710,608.

    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 827,054 shares
    Change vs previous 13F -90,603 shares

    4.76% of the 13F portfolio, value $56,305,814.

    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 917,657 shares
    Change vs previous 13F +282,505 shares

    5.53% of the 13F portfolio, value $58,674,964.

    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 635,152 shares
    Change vs previous 13F -774,106 shares

    9.67% of the 13F portfolio, value $39,239,691.

    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 1,409,258 shares
    Change vs previous 13F -21,767 shares

    6.58% of the 13F portfolio, value $86,443,886.

    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 1,431,025 shares
    Change vs previous 13F not available

    7.4% of the 13F portfolio, value $89,710,952.

    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).