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Disclosery

American Trust: VO position timeline

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

American Trust held 471,888 VO 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 471,888 shares
    Change vs previous 13F +352,509 shares

    2.93% of the 13F portfolio, value $38,019,978.

    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 119,379 shares
    Change vs previous 13F +299 shares

    3.03% of the 13F portfolio, value $34,283,395.

    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 119,080 shares
    Change vs previous 13F +1,345 shares

    2.91% of the 13F portfolio, value $34,559,324.

    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 117,735 shares
    Change vs previous 13F -1,520 shares

    2.92% of the 13F portfolio, value $34,583,476.

    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 119,255 shares
    Change vs previous 13F +119,255 shares

    3.14% of the 13F portfolio, value $33,371,175.

    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 -218,969 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 218,969 shares
    Change vs previous 13F -15,799 shares

    4.4% of the 13F portfolio, value $57,836,355.

    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 234,768 shares
    Change vs previous 13F not available

    5.11% of the 13F portfolio, value $61,938,773.

    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).