Position in AVTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$147,945
+$67,625 QoQ
Shares Held
14,944
+45.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#298
of 454 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVTR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026American Trust holds $1,002,649 across 3 Medical Instruments & Supplies names. AVTR ranks #3 (14.8% of the industry book) .
All Filings in AVTR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,945 | 14,944 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $80,320 | 10,245 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $125,303 | 10,934 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $320,221 | 15,198 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $376,149 | 14,540 | Shares | Sole | 2024-11-29 | |
| 2024-06-30 | $327,031 | 15,426 | Shares | Sole | 2024-09-12 | |
| 2024-03-31 | $339,083 | 13,261 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $208,666 | 9,140 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 | $215,606 | 10,228 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $207,864 | 10,120 | Shares | Defined | 2023-08-14 | |
| 2022-03-31 | $219,491 | 6,490 | Shares | Defined | 2022-06-08 | |
| No filing history on record for this holder in this stock. | ||||||