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American Trust Investment Advisors, LLC: BWXT position timeline

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

American Trust Investment Advisors, LLC held 20,582 BWXT 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 20,582 shares
    Change vs previous 13F +1,797 shares

    1.98% of the 13F portfolio, value $4,006,286.

    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 18,785 shares
    Change vs previous 13F -203 shares

    2.12% of the 13F portfolio, value $3,841,345.

    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 ended2025-12-31
    13F 18,988 shares
    Change vs previous 13F +361 shares

    1.75% of the 13F portfolio, value $3,281,886.

    13F-HR 0001172661-26-000870 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).

  4. period ended2025-09-30
    13F 18,627 shares
    Change vs previous 13F -23,075 shares

    1.77% of the 13F portfolio, value $3,434,260.

    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).

  5. period ended2025-06-30
    13F 41,702 shares
    Change vs previous 13F -7,711 shares

    3.03% of the 13F portfolio, value $6,007,590.

    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).

  6. period ended2025-03-31
    13F 49,413 shares
    Change vs previous 13F +25 shares

    2.04% of the 13F portfolio, value $4,874,592.

    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).

  7. period ended2024-12-31
    13F 49,388 shares
    Change vs previous 13F +728 shares

    2.26% of the 13F portfolio, value $5,501,329.

    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).

  8. period ended2024-09-30
    13F 48,660 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $5,289,342.

    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).