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Disclosery

American Trust: IWM position timeline

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

American Trust held 1,573 IWM 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 1,573 shares
    Change vs previous 13F +440 shares

    0.04% of the 13F portfolio, value $472,502.

    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 1,133 shares
    Change vs previous 13F +8 shares

    0.02% of the 13F portfolio, value $280,959.

    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 1,125 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $276,832.

    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 1,123 shares
    Change vs previous 13F -292 shares

    0.02% of the 13F portfolio, value $271,741.

    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 1,415 shares
    Change vs previous 13F +1,415 shares

    0.03% of the 13F portfolio, value $305,384.

    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 0 shares
    Change vs previous 13F -1,032 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 1,032 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $228,058.

    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).