American Trust Investment Advisors, LLC: BG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of American Trust Investment Advisors, LLC on BG, newest first. How the timeline and the estimate are built.
American Trust Investment Advisors, LLC held 55,341 BG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 55,341 sharesChange vs previous 13F -9,205 shares
2.92% of the 13F portfolio, value $5,906,545.
13F-HR 0001172661-26-003518 filed by American Trust Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 64,546 sharesChange vs previous 13F -2,245 shares
4.54% of the 13F portfolio, value $8,210,251.
13F-HR 0001172661-26-002034 filed by American Trust Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 66,791 sharesChange vs previous 13F +676 shares
3.18% of the 13F portfolio, value $5,949,742.
13F-HR 0001172661-26-000870 filed by American Trust Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 66,115 sharesChange vs previous 13F -22,729 shares
2.77% of the 13F portfolio, value $5,371,844.
13F-HR 0001172661-25-004980 filed by American Trust Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 88,844 sharesChange vs previous 13F -17,375 shares
3.6% of the 13F portfolio, value $7,132,396.
13F-HR 0001172661-25-003297 filed by American Trust Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 106,219 sharesChange vs previous 13F +39,905 shares
3.39% of the 13F portfolio, value $8,117,256.
13F-HR 0001172661-25-002031 filed by American Trust Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 66,314 sharesChange vs previous 13F +2,380 shares
2.11% of the 13F portfolio, value $5,156,577.
13F-HR 0001172661-25-000930 filed by American Trust Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 63,934 sharesChange vs previous 13F not available
2.53% of the 13F portfolio, value $6,178,582.
13F-HR 0001172661-24-004727 filed by American Trust Investment Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).