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Disclosery

American Trust: LLY position timeline

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

American Trust held 5,900 LLY 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 5,900 shares
    Change vs previous 13F +148 shares

    0.55% of the 13F portfolio, value $7,076,637.

    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 5,752 shares
    Change vs previous 13F -575 shares

    0.47% of the 13F portfolio, value $5,290,517.

    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 6,327 shares
    Change vs previous 13F -58 shares

    0.57% of the 13F portfolio, value $6,799,500.

    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 6,385 shares
    Change vs previous 13F +263 shares

    0.41% of the 13F portfolio, value $4,871,755.

    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 6,122 shares
    Change vs previous 13F +3,644 shares

    0.45% of the 13F portfolio, value $4,772,283.

    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 2,478 shares
    Change vs previous 13F -109 shares

    0.5% of the 13F portfolio, value $2,046,305.

    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 2,587 shares
    Change vs previous 13F -16 shares

    0.15% of the 13F portfolio, value $1,997,164.

    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 2,603 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,306,102.

    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).