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Disclosery

American Trust: USHY position timeline

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

American Trust held 97,991 USHY 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 97,991 shares
    Change vs previous 13F -3,814 shares

    0.28% of the 13F portfolio, value $3,627,615.

    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 101,805 shares
    Change vs previous 13F -1,755 shares

    0.33% of the 13F portfolio, value $3,750,505.

    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 103,560 shares
    Change vs previous 13F -3,896 shares

    0.33% of the 13F portfolio, value $3,873,144.

    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 107,456 shares
    Change vs previous 13F -23,854 shares

    0.34% of the 13F portfolio, value $4,059,679.

    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 131,310 shares
    Change vs previous 13F +131,310 shares

    0.46% of the 13F portfolio, value $4,925,434.

    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 0 shares
    Change vs previous 13F -224,348 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 224,348 shares
    Change vs previous 13F -21,851 shares

    0.63% of the 13F portfolio, value $8,253,751.

    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 246,199 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $9,269,386.

    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).