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Disclosery

American Trust: VRT position timeline

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

American Trust held 3,278 VRT 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 3,278 shares
    Change vs previous 13F +238 shares

    0.08% of the 13F portfolio, value $1,097,540.

    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 3,040 shares
    Change vs previous 13F -846 shares

    0.07% of the 13F portfolio, value $761,763.

    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 3,886 shares
    Change vs previous 13F +1,306 shares

    0.05% of the 13F portfolio, value $629,571.

    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 2,580 shares
    Change vs previous 13F -144 shares

    0.03% of the 13F portfolio, value $389,219.

    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 2,724 shares
    Change vs previous 13F +2,724 shares

    0.03% of the 13F portfolio, value $349,789.

    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 -5,793 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 5,793 shares
    Change vs previous 13F -155 shares

    0.05% of the 13F portfolio, value $658,143.

    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 5,948 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $591,767.

    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).