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Disclosery

American Trust: SPY position timeline

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

American Trust held 12,548 SPY 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 12,548 shares
    Change vs previous 13F +561 shares

    0.72% of the 13F portfolio, value $9,370,346.

    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 11,987 shares
    Change vs previous 13F -501 shares

    0.69% of the 13F portfolio, value $7,795,343.

    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 12,488 shares
    Change vs previous 13F -170 shares

    0.72% of the 13F portfolio, value $8,515,973.

    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 12,658 shares
    Change vs previous 13F +90 shares

    0.71% of the 13F portfolio, value $8,432,599.

    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 12,568 shares
    Change vs previous 13F +9,172 shares

    0.73% of the 13F portfolio, value $7,765,094.

    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 3,396 shares
    Change vs previous 13F -8,860 shares

    0.47% of the 13F portfolio, value $1,899,688.

    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 12,256 shares
    Change vs previous 13F +8,202 shares

    0.55% of the 13F portfolio, value $7,183,091.

    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 4,054 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,326,029.

    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).