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American Trust Investment Advisors, LLC: J position timeline

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

American Trust Investment Advisors, LLC held 43,392 J 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 43,392 shares
    Change vs previous 13F +6,605 shares

    2.7% of the 13F portfolio, value $5,467,392.

    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 36,787 shares
    Change vs previous 13F +520 shares

    2.59% of the 13F portfolio, value $4,682,249.

    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 36,267 shares
    Change vs previous 13F +160 shares

    2.57% of the 13F portfolio, value $4,803,927.

    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 36,107 shares
    Change vs previous 13F -1,937 shares

    2.79% of the 13F portfolio, value $5,410,995.

    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 38,044 shares
    Change vs previous 13F -3,880 shares

    2.52% of the 13F portfolio, value $5,000,884.

    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 41,924 shares
    Change vs previous 13F +1,765 shares

    2.12% of the 13F portfolio, value $5,068,192.

    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 40,159 shares
    Change vs previous 13F +1,645 shares

    2.2% of the 13F portfolio, value $5,366,046.

    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 38,514 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $5,041,483.

    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).