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Disclosery

American Trust: SPDW position timeline

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

American Trust held 6,066 SPDW 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 6,066 shares
    Change vs previous 13F +11 shares

    0.02% of the 13F portfolio, value $305,654.

    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 6,055 shares
    Change vs previous 13F -3,749 shares

    0.02% of the 13F portfolio, value $276,412.

    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 9,804 shares
    Change vs previous 13F +106 shares

    0.04% of the 13F portfolio, value $435,401.

    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 9,698 shares
    Change vs previous 13F +4,103 shares

    0.04% of the 13F portfolio, value $414,998.

    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 5,595 shares
    Change vs previous 13F +46 shares

    0.02% of the 13F portfolio, value $226,528.

    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 5,549 shares
    Change vs previous 13F -3,604 shares

    0.05% of the 13F portfolio, value $202,039.

    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 9,153 shares
    Change vs previous 13F -3,464 shares

    0.02% of the 13F portfolio, value $312,405.

    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 12,617 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $473,884.

    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).