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Disclosery

American Trust: QUAL position timeline

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

American Trust held 963 QUAL 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 963 shares
    Change vs previous 13F +963 shares

    0.02% of the 13F portfolio, value $211,311.

    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 0 shares
    Change vs previous 13F -1,045 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 1,045 shares
    Change vs previous 13F -1,386 shares

    0.02% of the 13F portfolio, value $207,558.

    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 2,431 shares
    Change vs previous 13F -6,556 shares

    0.04% of the 13F portfolio, value $472,830.

    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 8,987 shares
    Change vs previous 13F +7,580 shares

    0.15% of the 13F portfolio, value $1,643,003.

    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 1,407 shares
    Change vs previous 13F -6,524 shares

    0.06% of the 13F portfolio, value $240,442.

    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 7,931 shares
    Change vs previous 13F -10,896 shares

    0.11% of the 13F portfolio, value $1,412,352.

    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 18,827 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,375,681.

    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).