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Disclosery

American Trust: JVAL position timeline

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

American Trust held 6,067 JVAL 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 6,067 shares
    Change vs previous 13F -81 shares

    0.03% of the 13F portfolio, value $355,779.

    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 6,148 shares
    Change vs previous 13F -253 shares

    0.03% of the 13F portfolio, value $300,386.

    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 6,401 shares
    Change vs previous 13F -176 shares

    0.03% of the 13F portfolio, value $314,164.

    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 6,577 shares
    Change vs previous 13F +89 shares

    0.03% of the 13F portfolio, value $312,413.

    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 6,488 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $286,950.

    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).