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Disclosery

CX Institutional: ATO position timeline

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

CX Institutional held 2,178 ATO shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,178 shares
    Change vs previous 13F +315 shares

    0.01% of the 13F portfolio, value $341,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,863 shares
    Change vs previous 13F -151 shares

    0.01% of the 13F portfolio, value $321,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,014 shares
    Change vs previous 13F -6,424 shares

    0.01% of the 13F portfolio, value $372,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,438 shares
    Change vs previous 13F +33 shares

    0.04% of the 13F portfolio, value $1,414,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 8,405 shares
    Change vs previous 13F -228 shares

    0.04% of the 13F portfolio, value $1,435,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 8,633 shares
    Change vs previous 13F -511 shares

    0.05% of the 13F portfolio, value $1,330,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 9,144 shares
    Change vs previous 13F -2,250 shares

    0.05% of the 13F portfolio, value $1,413,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 11,394 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,586,902.

    13F-HR 0001737089-25-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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