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Disclosery

American Trust: TFC position timeline

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

American Trust held 19,657 TFC 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 19,657 shares
    Change vs previous 13F -1,823 shares

    0.08% of the 13F portfolio, value $979,312.

    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 21,480 shares
    Change vs previous 13F -131 shares

    0.09% of the 13F portfolio, value $987,436.

    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 21,611 shares
    Change vs previous 13F +701 shares

    0.09% of the 13F portfolio, value $1,063,477.

    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 20,910 shares
    Change vs previous 13F +1,108 shares

    0.08% of the 13F portfolio, value $956,005.

    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 19,802 shares
    Change vs previous 13F +1,655 shares

    0.08% of the 13F portfolio, value $851,288.

    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 18,147 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $746,749.

    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 18,147 shares
    Change vs previous 13F -804 shares

    0.06% of the 13F portfolio, value $787,217.

    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 18,951 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $810,534.

    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).