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Disclosery

American Trust: MSFT position timeline

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

American Trust held 30,664 MSFT 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 30,664 shares
    Change vs previous 13F +429 shares

    0.88% of the 13F portfolio, value $11,438,285.

    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 30,235 shares
    Change vs previous 13F -6,387 shares

    0.99% of the 13F portfolio, value $11,192,090.

    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 36,622 shares
    Change vs previous 13F -687 shares

    1.49% of the 13F portfolio, value $17,711,132.

    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 37,309 shares
    Change vs previous 13F -809 shares

    1.63% of the 13F portfolio, value $19,324,197.

    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 38,118 shares
    Change vs previous 13F +2,817 shares

    1.79% of the 13F portfolio, value $18,960,274.

    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 35,301 shares
    Change vs previous 13F -6,620 shares

    3.27% of the 13F portfolio, value $13,251,642.

    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 41,921 shares
    Change vs previous 13F +301 shares

    1.35% of the 13F portfolio, value $17,669,702.

    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 41,620 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $17,909,086.

    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).