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American Trust Investment Advisors, LLC: SONY position timeline

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

American Trust Investment Advisors, LLC held 267,579 SONY 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 267,579 shares
    Change vs previous 13F +39,477 shares

    2.65% of the 13F portfolio, value $5,367,635.

    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 228,102 shares
    Change vs previous 13F +5,745 shares

    2.61% of the 13F portfolio, value $4,721,711.

    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 222,357 shares
    Change vs previous 13F +4,835 shares

    3.04% of the 13F portfolio, value $5,692,339.

    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 217,522 shares
    Change vs previous 13F -8,643 shares

    3.23% of the 13F portfolio, value $6,262,458.

    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 226,165 shares
    Change vs previous 13F -56,460 shares

    2.97% of the 13F portfolio, value $5,887,075.

    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 282,625 shares
    Change vs previous 13F -4,005 shares

    3% of the 13F portfolio, value $7,175,849.

    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 286,630 shares
    Change vs previous 13F +230,433 shares

    2.49% of the 13F portfolio, value $6,065,091.

    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 56,197 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $5,426,944.

    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).