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Disclosery

American Trust: IWP position timeline

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

American Trust held 6,252 IWP 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 6,252 shares
    Change vs previous 13F -596 shares

    0.07% of the 13F portfolio, value $915,313.

    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 6,848 shares
    Change vs previous 13F -93 shares

    0.08% of the 13F portfolio, value $877,407.

    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 6,941 shares
    Change vs previous 13F -7,871 shares

    0.08% of the 13F portfolio, value $950,497.

    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 14,812 shares
    Change vs previous 13F -3,878 shares

    0.18% of the 13F portfolio, value $2,109,329.

    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 18,690 shares
    Change vs previous 13F +10,197 shares

    0.24% of the 13F portfolio, value $2,591,921.

    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 8,493 shares
    Change vs previous 13F -11,153 shares

    0.25% of the 13F portfolio, value $997,843.

    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 19,646 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,490,134.

    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).