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American Trust: V position timeline

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

American Trust held 13,390 V 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 13,390 shares
    Change vs previous 13F -784 shares

    0.35% of the 13F portfolio, value $4,593,975.

    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 14,174 shares
    Change vs previous 13F -2,847 shares

    0.38% of the 13F portfolio, value $4,283,950.

    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 17,021 shares
    Change vs previous 13F -63 shares

    0.5% of the 13F portfolio, value $5,969,435.

    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 17,084 shares
    Change vs previous 13F -353 shares

    0.49% of the 13F portfolio, value $5,832,136.

    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 17,437 shares
    Change vs previous 13F +800 shares

    0.58% of the 13F portfolio, value $6,191,007.

    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 16,637 shares
    Change vs previous 13F -3,561 shares

    1.44% of the 13F portfolio, value $5,830,716.

    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 20,198 shares
    Change vs previous 13F -1,951 shares

    0.49% of the 13F portfolio, value $6,383,376.

    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 22,149 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $6,089,868.

    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).