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CAPTRUST FINANCIAL ADVISORS: ATO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on ATO, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 32,898 ATO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,898 shares
    Change vs previous 13F -1,277 shares

    0.01% of the 13F portfolio, value $5,667,283.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 34,175 shares
    Change vs previous 13F +13,136 shares

    0.01% of the 13F portfolio, value $6,312,807.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 21,039 shares
    Change vs previous 13F -370 shares

    0.01% of the 13F portfolio, value $3,526,724.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 21,409 shares
    Change vs previous 13F +36 shares

    0.01% of the 13F portfolio, value $3,655,512.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 21,373 shares
    Change vs previous 13F -4,643 shares

    0.01% of the 13F portfolio, value $3,293,717.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 26,016 shares
    Change vs previous 13F +3,564 shares

    0.01% of the 13F portfolio, value $4,021,606.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 22,452 shares
    Change vs previous 13F -1,181 shares

    0.01% of the 13F portfolio, value $3,126,929.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 23,633 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,278,143.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).