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Disclosery

American Trust: IBDU position timeline

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

American Trust held 23,448 IBDU 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 23,448 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $543,056.

    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 23,448 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $545,400.

    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 23,448 shares
    Change vs previous 13F +583 shares

    0.05% of the 13F portfolio, value $548,800.

    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 22,865 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $536,642.

    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).