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American Trust Investment Advisors, LLC: XYL position timeline

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

American Trust Investment Advisors, LLC held 2,470 XYL 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 2,470 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $291,979.

    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 2,470 shares
    Change vs previous 13F +715 shares

    0.16% of the 13F portfolio, value $295,165.

    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 1,755 shares
    Change vs previous 13F +185 shares

    0.13% of the 13F portfolio, value $238,996.

    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 1,570 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $231,575.

    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).