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American Trust Investment Advisors, LLC: TREX position timeline

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

American Trust Investment Advisors, LLC held 72,525 TREX 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 72,525 shares
    Change vs previous 13F +10,875 shares

    1.79% of the 13F portfolio, value $3,629,151.

    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 61,650 shares
    Change vs previous 13F +6,990 shares

    1.24% of the 13F portfolio, value $2,245,293.

    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 54,660 shares
    Change vs previous 13F -3,475 shares

    1.03% of the 13F portfolio, value $1,917,473.

    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 58,135 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $3,003,835.

    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).