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American Trust Investment Advisors, LLC: TELFY position timeline

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

American Trust Investment Advisors, LLC held 0 TELFY shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -75,984 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 75,984 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $307,735.

    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).

  3. period ended2025-09-30
    13F 75,984 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $385,999.

    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).

  4. period ended2025-06-30
    13F 75,984 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $397,396.

    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).

  5. period ended2025-03-31
    13F 75,984 shares
    Change vs previous 13F -155,220 shares

    0.15% of the 13F portfolio, value $354,085.

    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).

  6. period ended2024-12-31
    13F 231,204 shares
    Change vs previous 13F +40,035 shares

    0.38% of the 13F portfolio, value $929,440.

    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).

  7. period ended2024-09-30
    13F 191,169 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $929,081.

    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).