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Disclosery

American Trust: IJH position timeline

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

American Trust held 669,220 IJH 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 669,220 shares
    Change vs previous 13F +10,420 shares

    3.98% of the 13F portfolio, value $51,603,554.

    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 658,800 shares
    Change vs previous 13F +8,677 shares

    3.93% of the 13F portfolio, value $44,488,748.

    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 650,123 shares
    Change vs previous 13F -141,287 shares

    3.61% of the 13F portfolio, value $42,908,135.

    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 791,410 shares
    Change vs previous 13F +8,669 shares

    4.36% of the 13F portfolio, value $51,647,444.

    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 782,741 shares
    Change vs previous 13F +18,062 shares

    4.57% of the 13F portfolio, value $48,545,609.

    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 764,679 shares
    Change vs previous 13F +17,065 shares

    11% of the 13F portfolio, value $44,619,020.

    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 747,614 shares
    Change vs previous 13F -259,846 shares

    3.55% of the 13F portfolio, value $46,583,815.

    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 1,007,460 shares
    Change vs previous 13F not available

    5.18% of the 13F portfolio, value $62,784,907.

    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).