Position in COO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$202,509
-$13,045 QoQ
Shares Held
2,824
+7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#510
of 669 holders
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COO 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. COO ranks #2 (20.2% of the industry book) .
All Filings in COO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,509 | 2,824 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $215,554 | 2,630 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $200,499 | 2,181 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $250,802 | 2,273 | Shares | Sole | 2024-11-29 | |
| 2024-06-30 | $218,861 | 2,507 | Shares | Sole | 2024-09-12 | |
| 2024-03-31 | $262,781 | 2,590 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $256,582 | 678 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 | $240,415 | 756 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $311,345 | 812 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $358,798 | 961 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $324,387 | 981 | Shares | Defined | 2023-02-16 | |
| 2022-09-30 | $265,219 | 1,005 | Shares | Defined | 2022-12-02 | |
| 2022-06-30 | $320,008 | 1,022 | Shares | Defined | 2022-10-03 | |
| 2022-03-31 | $443,062 | 1,061 | Shares | Defined | 2022-06-08 | |
| 2021-12-31 | $450,360 | 1,075 | Shares | Defined | 2022-03-17 | |
| No filing history on record for this holder in this stock. | ||||||