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American Trust: JGRO position timeline

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

American Trust held 616,315 JGRO 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 616,315 shares
    Change vs previous 13F +12,283 shares

    4.68% of the 13F portfolio, value $60,762,445.

    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 604,032 shares
    Change vs previous 13F +29,081 shares

    4.51% of the 13F portfolio, value $51,052,712.

    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 574,951 shares
    Change vs previous 13F -58,830 shares

    4.49% of the 13F portfolio, value $53,355,360.

    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 633,781 shares
    Change vs previous 13F +178,598 shares

    5.02% of the 13F portfolio, value $59,416,912.

    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 455,183 shares
    Change vs previous 13F +28,033 shares

    3.69% of the 13F portfolio, value $39,177,515.

    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 427,150 shares
    Change vs previous 13F -188,254 shares

    7.77% of the 13F portfolio, value $31,519,399.

    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 615,404 shares
    Change vs previous 13F -73,941 shares

    3.8% of the 13F portfolio, value $49,866,186.

    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 689,345 shares
    Change vs previous 13F not available

    4.37% of the 13F portfolio, value $52,996,844.

    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).