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Disclosery

American Trust: IVV position timeline

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

American Trust held 8,858 IVV 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 8,858 shares
    Change vs previous 13F +513 shares

    0.51% of the 13F portfolio, value $6,633,654.

    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 8,345 shares
    Change vs previous 13F -491 shares

    0.48% of the 13F portfolio, value $5,450,955.

    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 8,836 shares
    Change vs previous 13F -1,747 shares

    0.51% of the 13F portfolio, value $6,052,120.

    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 10,583 shares
    Change vs previous 13F +380 shares

    0.6% of the 13F portfolio, value $7,083,156.

    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 10,203 shares
    Change vs previous 13F +9,562 shares

    0.6% of the 13F portfolio, value $6,334,915.

    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 641 shares
    Change vs previous 13F -9,189 shares

    0.09% of the 13F portfolio, value $360,178.

    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 9,830 shares
    Change vs previous 13F +7,357 shares

    0.44% of the 13F portfolio, value $5,786,782.

    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 2,473 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,426,649.

    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).