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Disclosery

American Trust: EFV position timeline

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

American Trust held 6,121 EFV 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 6,121 shares
    Change vs previous 13F +68 shares

    0.04% of the 13F portfolio, value $468,600.

    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 6,053 shares
    Change vs previous 13F -1,342 shares

    0.04% of the 13F portfolio, value $450,042.

    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 7,395 shares
    Change vs previous 13F -891 shares

    0.04% of the 13F portfolio, value $528,087.

    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 8,286 shares
    Change vs previous 13F +203 shares

    0.05% of the 13F portfolio, value $562,039.

    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 8,083 shares
    Change vs previous 13F +8,083 shares

    0.05% of the 13F portfolio, value $513,101.

    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 -5,143 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 5,143 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $269,847.

    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).