Current Market Value 198,169,733
Current Holdings 81
Most Recent File Date 2025-08-14
Total Filings on Record 43
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by American Trust Investment Advisors, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-14 2025-06-30 13F-HR 81 198,170
2025-05-15 2025-03-31 13F-HR 101 239,133
2025-02-14 2024-12-31 13F-HR 109 243,943
2024-11-14 2024-09-30 13F-HR 109 244,401
2024-08-14 2024-06-30 13F-HR 84 205,887
2024-05-15 2024-03-31 13F-HR 86 209,891
2024-02-14 2023-12-31 13F-HR 86 192,446
2023-11-14 2023-09-30 13F-HR 83 181,192
2023-08-14 2023-06-30 13F-HR 80 178,562
2023-05-15 2023-03-31 13F-HR 81 166,195
2023-02-13 2022-12-31 13F-HR 79 157,634
2022-11-14 2022-09-30 13F-HR 74 155,767
2022-07-14 2022-06-30 13F-HR 79 159,501
2022-04-19 2022-03-31 13F-HR 90 194,762
2022-02-14 2021-12-31 13F-HR 92 200,896
2021-11-10 2021-09-30 13F-HR 85 177,660
2021-08-10 2021-06-30 13F-HR 85 186,266
2021-05-17 2021-03-31 13F-HR 80 171,471
2021-01-29 2020-12-31 13F-HR 77 161,582
2020-10-23 2020-09-30 13F-HR 70 138,096
2020-08-14 2020-06-30 13F-HR 63 123,615
2020-05-15 2020-03-31 13F-HR 59 99,178
2020-02-11 2019-12-31 13F-HR 74 137,272
2019-11-14 2019-09-30 13F-HR 75 130,248
2019-08-12 2019-06-30 13F-HR 78 128,757
2019-05-07 2019-03-31 13F-HR 75 129,919
2019-01-16 2018-12-31 13F-HR 72 112,977
2018-11-14 2018-09-30 13F-HR 75 128,447
2018-08-07 2018-06-30 13F-HR 78 122,193
2018-05-14 2018-03-31 13F-HR 79 125,263
2018-02-05 2017-12-31 13F-HR 80 127,703
2017-11-09 2017-09-30 13F-HR 73 112,073
2017-07-27 2017-06-30 13F-HR 76 114,338
2017-05-11 2017-03-31 13F-HR 75 110,504
2017-02-14 2016-12-31 13F-HR 69 102,905
2016-11-14 2016-09-30 13F-HR 69 99,214
2016-08-15 2016-06-30 13F-HR 70 97,126
2016-05-16 2016-03-31 13F-HR 68 97,043
2016-02-16 2015-12-31 13F-HR 75 88,664
2015-11-09 2015-09-30 13F-HR 69 85,978
2015-08-11 2015-06-30 13F-HR 76 100,369
2015-05-12 2015-03-31 13F-HR 72 100,776
2015-02-06 2014-12-31 13F-HR 76 94,253