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Disclosery

American Trust: SLYV position timeline

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

American Trust held 3,062 SLYV 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 3,062 shares
    Change vs previous 13F +4 shares

    0.03% of the 13F portfolio, value $334,274.

    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 3,058 shares
    Change vs previous 13F +354 shares

    0.03% of the 13F portfolio, value $289,269.

    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 2,704 shares
    Change vs previous 13F +97 shares

    0.02% of the 13F portfolio, value $245,959.

    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 2,607 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $231,109.

    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).