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Copeland Capital Management, LLC: ATR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Copeland Capital Management, LLC on ATR, newest first. How the timeline and the estimate are built.

Copeland Capital Management, LLC held 178,533 ATR shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 178,533 shares
    Change vs previous 13F +37,601 shares

    0.46% of the 13F portfolio, value $22,352,331.

    13F-HR 0001580642-26-004833 filed by Copeland Capital Management, LLC
    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 140,932 shares
    Change vs previous 13F +5,179 shares

    0.39% of the 13F portfolio, value $17,760,328.

    13F-HR 0001580642-26-002984 filed by Copeland Capital Management, LLC
    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 135,753 shares
    Change vs previous 13F +10,020 shares

    0.37% of the 13F portfolio, value $16,556,524.

    13F-HR 0001580642-26-000539 filed by Copeland Capital Management, LLC
    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 125,733 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $16,805,590.

    13F-HR 0001580642-25-006630 filed by Copeland Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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