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American Trust Investment Advisors, LLC: SCHW position timeline

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

American Trust Investment Advisors, LLC held 64,855 SCHW 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 64,855 shares
    Change vs previous 13F +13,367 shares

    2.95% of the 13F portfolio, value $5,984,171.

    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 51,488 shares
    Change vs previous 13F +575 shares

    2.67% of the 13F portfolio, value $4,838,842.

    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 50,913 shares
    Change vs previous 13F +972 shares

    2.72% of the 13F portfolio, value $5,086,718.

    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 49,941 shares
    Change vs previous 13F -1,376 shares

    2.46% of the 13F portfolio, value $4,767,867.

    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 51,317 shares
    Change vs previous 13F -18,055 shares

    2.36% of the 13F portfolio, value $4,682,163.

    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 69,372 shares
    Change vs previous 13F +2,355 shares

    2.27% of the 13F portfolio, value $5,430,440.

    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 67,017 shares
    Change vs previous 13F +4,140 shares

    2.03% of the 13F portfolio, value $4,959,928.

    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 62,877 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $4,075,058.

    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).