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Disclosery

American Trust: IWF position timeline

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

American Trust held 13,615 IWF 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 13,615 shares
    Change vs previous 13F +10,279 shares

    0.13% of the 13F portfolio, value $1,690,621.

    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 3,336 shares
    Change vs previous 13F -105 shares

    0.13% of the 13F portfolio, value $1,422,548.

    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 3,441 shares
    Change vs previous 13F -7,732 shares

    0.14% of the 13F portfolio, value $1,628,850.

    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 11,173 shares
    Change vs previous 13F -9,075 shares

    0.44% of the 13F portfolio, value $5,233,750.

    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 20,248 shares
    Change vs previous 13F +1,608 shares

    0.81% of the 13F portfolio, value $8,596,982.

    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 18,640 shares
    Change vs previous 13F -5,138 shares

    1.66% of the 13F portfolio, value $6,730,718.

    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 23,778 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $9,548,635.

    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).