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Disclosery

American Trust Investment Advisors, LLC: BMY position timeline

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

American Trust Investment Advisors, LLC held 3,855 BMY 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 3,855 shares
    Change vs previous 13F +162 shares

    0.11% of the 13F portfolio, value $222,125.

    13F-HR 0001172661-26-003518 filed by American Trust Investment Advisors, LLC
    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 3,693 shares
    Change vs previous 13F +3,693 shares

    0.12% of the 13F portfolio, value $223,980.

    13F-HR 0001172661-26-002034 filed by American Trust Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -5,109 shares

    13F-HR 0001172661-25-004980 filed by American Trust Investment Advisors, LLC
    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.

  4. period ended2025-06-30
    13F 5,109 shares
    Change vs previous 13F -13,689 shares

    0.12% of the 13F portfolio, value $236,496.

    13F-HR 0001172661-25-003297 filed by American Trust Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 18,798 shares
    Change vs previous 13F +602 shares

    0.48% of the 13F portfolio, value $1,146,490.

    13F-HR 0001172661-25-002031 filed by American Trust Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 18,196 shares
    Change vs previous 13F -95 shares

    0.42% of the 13F portfolio, value $1,029,166.

    13F-HR 0001172661-25-000930 filed by American Trust Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 18,291 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $946,376.

    13F-HR 0001172661-24-004727 filed by American Trust Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).