Cordatus Wealth Management LLC: ATO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cordatus Wealth Management LLC on ATO, newest first. How the timeline and the estimate are built.
Cordatus Wealth Management LLC held 14,111 ATO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 14,111 sharesChange vs previous 13F +86 shares
0.53% of the 13F portfolio, value $2,430,793.
13F-HR 0001715862-26-000004 filed by Cordatus Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,025 sharesChange vs previous 13F +371 shares
0.62% of the 13F portfolio, value $2,590,581.
13F-HR 0001715862-26-000003 filed by Cordatus Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,654 sharesChange vs previous 13F +16 shares
0.53% of the 13F portfolio, value $2,288,714.
13F-HR 0001715862-26-000001 filed by Cordatus Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,638 sharesChange vs previous 13F -43 shares
0.55% of the 13F portfolio, value $2,328,598.
13F-HR 0001715862-25-000007 filed by Cordatus Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 13,681 sharesChange vs previous 13F +38 shares
0.52% of the 13F portfolio, value $2,108,000.
13F-HR 0001715862-25-000005 filed by Cordatus Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 13,643 sharesChange vs previous 13F -6 shares
0.58% of the 13F portfolio, value $2,109,000.
13F-HR 0001715862-25-000004 filed by Cordatus Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,649 sharesChange vs previous 13F not available
0.5% of the 13F portfolio, value $1,901,000.
13F-HR 0001715862-25-000001 filed by Cordatus Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).