American Trust Investment Advisors, LLC quarter change: Foreign Stocks, Unchanged
In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, American Trust Investment Advisors, LLC opened 0 positions, added to 2, reduced 3, sold out of 0 and left 7 unchanged. The largest increase in value was SAN (+$866,817); the largest decrease was EMBJ (-$201,706).
- TM: Country of operation —; Class ADS; Shares 2026-03-31 3,540; Shares 2026-06-30 3,540.
- HSBC: Country of operation —; Class SPON ADR NEW; Shares 2026-03-31 8,755; Shares 2026-06-30 8,755.
- BHP: Country of operation —; Class SPONSORED ADS; Shares 2026-03-31 9,642; Shares 2026-06-30 9,642.
- BP: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 10,045; Shares 2026-06-30 10,045.
Two Form 13F-HR filings compared (SEC CIK 1291424): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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