Skip to content
Disclosery

American Trust Investment Advisors, LLC: CTRA position timeline

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

American Trust Investment Advisors, LLC held 0 CTRA 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 0 shares
    Change vs previous 13F -102,198 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 102,198 shares
    Change vs previous 13F -2,422 shares

    1.98% of the 13F portfolio, value $3,591,238.

    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 104,620 shares
    Change vs previous 13F +2,035 shares

    1.47% of the 13F portfolio, value $2,753,598.

    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 102,585 shares
    Change vs previous 13F -1,655 shares

    1.25% of the 13F portfolio, value $2,426,135.

    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 104,240 shares
    Change vs previous 13F -40,295 shares

    1.34% of the 13F portfolio, value $2,645,611.

    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 144,535 shares
    Change vs previous 13F +2,025 shares

    1.75% of the 13F portfolio, value $4,177,062.

    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 142,510 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $3,639,705.

    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).