Skip to content
Disclosery

American Trust: SDY position timeline

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

American Trust held 28,615 SDY 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 28,615 shares
    Change vs previous 13F +1,854 shares

    0.34% of the 13F portfolio, value $4,354,608.

    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 26,761 shares
    Change vs previous 13F -2,359 shares

    0.35% of the 13F portfolio, value $3,905,500.

    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 29,120 shares
    Change vs previous 13F -506 shares

    0.34% of the 13F portfolio, value $4,052,406.

    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 29,626 shares
    Change vs previous 13F -281 shares

    0.35% of the 13F portfolio, value $4,149,191.

    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 29,907 shares
    Change vs previous 13F -1,444 shares

    0.38% of the 13F portfolio, value $4,059,265.

    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 31,351 shares
    Change vs previous 13F -3,117 shares

    1.05% of the 13F portfolio, value $4,253,704.

    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 34,468 shares
    Change vs previous 13F -1,591 shares

    0.35% of the 13F portfolio, value $4,553,166.

    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 36,059 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $5,121,820.

    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).