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Disclosery

American Trust: VOO position timeline

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

American Trust held 283,744 VOO 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 283,744 shares
    Change vs previous 13F -6,959 shares

    15.02% of the 13F portfolio, value $194,878,431.

    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 290,703 shares
    Change vs previous 13F +1,463 shares

    15.35% of the 13F portfolio, value $173,709,795.

    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 289,240 shares
    Change vs previous 13F -21,369 shares

    15.25% of the 13F portfolio, value $181,391,253.

    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 310,609 shares
    Change vs previous 13F -12,681 shares

    16.07% of the 13F portfolio, value $190,210,875.

    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 323,290 shares
    Change vs previous 13F +322,705 shares

    17.3% of the 13F portfolio, value $183,638,544.

    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 585 shares
    Change vs previous 13F -358,166 shares

    0.07% of the 13F portfolio, value $300,637.

    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 358,751 shares
    Change vs previous 13F +5,543 shares

    14.71% of the 13F portfolio, value $193,298,828.

    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 353,208 shares
    Change vs previous 13F not available

    15.38% of the 13F portfolio, value $186,377,517.

    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).