Skip to content
Disclosery

American Trust Investment Advisors, LLC: IBM position timeline

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

American Trust Investment Advisors, LLC held 25,362 IBM 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 25,362 shares
    Change vs previous 13F +1,605 shares

    3.52% of the 13F portfolio, value $7,132,048.

    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 23,757 shares
    Change vs previous 13F +62 shares

    3.18% of the 13F portfolio, value $5,758,459.

    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 23,695 shares
    Change vs previous 13F +9 shares

    3.75% of the 13F portfolio, value $7,018,696.

    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 23,686 shares
    Change vs previous 13F -1,155 shares

    3.45% of the 13F portfolio, value $6,683,242.

    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 24,841 shares
    Change vs previous 13F -6,445 shares

    3.7% of the 13F portfolio, value $7,322,630.

    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 31,286 shares
    Change vs previous 13F -3,470 shares

    3.25% of the 13F portfolio, value $7,779,577.

    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 34,756 shares
    Change vs previous 13F +911 shares

    3.13% of the 13F portfolio, value $7,640,411.

    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 33,845 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $7,482,453.

    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).