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Disclosery

American Trust: IWD position timeline

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

American Trust held 9,916 IWD 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 9,916 shares
    Change vs previous 13F +1,653 shares

    0.19% of the 13F portfolio, value $2,403,831.

    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 8,263 shares
    Change vs previous 13F -356 shares

    0.16% of the 13F portfolio, value $1,765,600.

    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 8,619 shares
    Change vs previous 13F -1,425 shares

    0.15% of the 13F portfolio, value $1,812,937.

    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 10,044 shares
    Change vs previous 13F -3,544 shares

    0.17% of the 13F portfolio, value $2,044,886.

    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 13,588 shares
    Change vs previous 13F -14,490 shares

    0.25% of the 13F portfolio, value $2,639,240.

    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 28,078 shares
    Change vs previous 13F +13,682 shares

    1.3% of the 13F portfolio, value $5,283,156.

    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 14,396 shares
    Change vs previous 13F +12,456 shares

    0.2% of the 13F portfolio, value $2,665,200.

    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 1,940 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $368,212.

    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).