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Disclosery

American Trust: SPGI position timeline

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

American Trust held 3,287 SPGI 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 3,287 shares
    Change vs previous 13F -350 shares

    0.1% of the 13F portfolio, value $1,338,664.

    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 3,637 shares
    Change vs previous 13F -19 shares

    0.14% of the 13F portfolio, value $1,546,962.

    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 3,656 shares
    Change vs previous 13F -73 shares

    0.16% of the 13F portfolio, value $1,910,589.

    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 3,729 shares
    Change vs previous 13F -11 shares

    0.15% of the 13F portfolio, value $1,814,942.

    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 3,740 shares
    Change vs previous 13F +727 shares

    0.19% of the 13F portfolio, value $1,972,065.

    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 3,013 shares
    Change vs previous 13F +401 shares

    0.38% of the 13F portfolio, value $1,530,905.

    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 2,612 shares
    Change vs previous 13F +94 shares

    0.1% of the 13F portfolio, value $1,300,854.

    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 2,518 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,300,849.

    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).