American Trust Investment Advisors, LLC quarter change: USA Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, American Trust Investment Advisors, LLC opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
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.
No position of this class changed this way between the two filings.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Tower Wealth Partners, Inc. | United States | $0.181B | 87 |
| Valor Management LLC | United States | $0.181B | 5 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | United States | $0.181B | 93 |
| AF Advisors, Inc. | United States | $0.181B | 26 |
| RIDGECREST WEALTH PARTNERS, LLC | United States | $0.181B | 96 |
| MB Generational Wealth, LLC | United States | $0.181B | 66 |
| My Portfolio Guide, LLC | United States | $0.181B | 166 |
| Ballast Rock Private Wealth LLC | United States | $0.181B | 177 |
| WOLFF WIESE MAGANA LLC | United States | $0.181B | 983 |
| Heritage Wealth Management, Inc. /CA/ | United States | $0.181B | 96 |