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Disclosery

American Trust: XLU position timeline

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

American Trust held 9,054 XLU 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 9,054 shares
    Change vs previous 13F -177 shares

    0.03% of the 13F portfolio, value $410,488.

    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 9,231 shares
    Change vs previous 13F -887 shares

    0.04% of the 13F portfolio, value $423,593.

    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 10,118 shares
    Change vs previous 13F +3,875 shares

    0.04% of the 13F portfolio, value $431,945.

    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 6,243 shares
    Change vs previous 13F +3,711 shares

    0.05% of the 13F portfolio, value $544,467.

    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 2,532 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $206,728.

    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).