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Disclosery

American Trust: VB position timeline

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

American Trust held 189,427 VB 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 189,427 shares
    Change vs previous 13F +1,185 shares

    4.43% of the 13F portfolio, value $57,419,135.

    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 188,242 shares
    Change vs previous 13F +2,847 shares

    4.36% of the 13F portfolio, value $49,304,382.

    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 185,395 shares
    Change vs previous 13F -5,531 shares

    4.02% of the 13F portfolio, value $47,822,517.

    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 190,926 shares
    Change vs previous 13F +291 shares

    4.1% of the 13F portfolio, value $48,548,775.

    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 190,635 shares
    Change vs previous 13F +65,092 shares

    4.26% of the 13F portfolio, value $45,176,738.

    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 125,543 shares
    Change vs previous 13F -112,069 shares

    6.86% of the 13F portfolio, value $27,839,160.

    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 237,612 shares
    Change vs previous 13F -17,189 shares

    4.35% of the 13F portfolio, value $57,093,531.

    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 254,801 shares
    Change vs previous 13F not available

    4.99% of the 13F portfolio, value $60,441,345.

    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).