Skip to content
Disclosery

American Trust Investment Advisors, LLC: MDLZ position timeline

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

American Trust Investment Advisors, LLC held 98,096 MDLZ 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 98,096 shares
    Change vs previous 13F +34,744 shares

    2.8% of the 13F portfolio, value $5,673,873.

    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 63,352 shares
    Change vs previous 13F +2,000 shares

    2.02% of the 13F portfolio, value $3,651,609.

    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 61,352 shares
    Change vs previous 13F +3,432 shares

    1.77% of the 13F portfolio, value $3,302,578.

    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 57,920 shares
    Change vs previous 13F -889 shares

    1.87% of the 13F portfolio, value $3,618,262.

    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 58,809 shares
    Change vs previous 13F -7,195 shares

    2% of the 13F portfolio, value $3,966,079.

    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 66,004 shares
    Change vs previous 13F +516 shares

    1.87% of the 13F portfolio, value $4,478,371.

    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 65,488 shares
    Change vs previous 13F +2,460 shares

    1.6% of the 13F portfolio, value $3,911,598.

    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 63,028 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $4,643,273.

    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).