Skip to content
Disclosery

American Trust: PH position timeline

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

American Trust held 3,311 PH 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 3,311 shares
    Change vs previous 13F -331 shares

    0.25% of the 13F portfolio, value $3,238,555.

    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 3,642 shares
    Change vs previous 13F -560 shares

    0.29% of the 13F portfolio, value $3,260,464.

    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 4,202 shares
    Change vs previous 13F -29 shares

    0.31% of the 13F portfolio, value $3,693,390.

    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 4,231 shares
    Change vs previous 13F -86 shares

    0.27% of the 13F portfolio, value $3,207,733.

    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 4,317 shares
    Change vs previous 13F -29 shares

    0.28% of the 13F portfolio, value $3,015,295.

    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 4,346 shares
    Change vs previous 13F +3,815 shares

    0.65% of the 13F portfolio, value $2,641,591.

    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 531 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $337,732.

    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 531 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $335,496.

    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).