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DELTA FINANCIAL ADVISORS LLC: ATO position timeline

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

DELTA FINANCIAL ADVISORS LLC held 8,963 ATO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,963 shares
    Change vs previous 13F -155 shares

    0.37% of the 13F portfolio, value $1,543,999.

    13F-HR 0001172661-26-003077 filed by DELTA FINANCIAL ADVISORS 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 9,118 shares
    Change vs previous 13F -96 shares

    0.44% of the 13F portfolio, value $1,684,208.

    13F-HR 0001172661-26-001606 filed by DELTA FINANCIAL ADVISORS 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 9,214 shares
    Change vs previous 13F +15 shares

    0.4% of the 13F portfolio, value $1,544,529.

    13F-HR 0001172661-26-000519 filed by DELTA FINANCIAL ADVISORS 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 9,199 shares
    Change vs previous 13F +13 shares

    0.44% of the 13F portfolio, value $1,570,754.

    13F-HR 0001172661-25-004517 filed by DELTA FINANCIAL ADVISORS LLC
    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 9,186 shares
    Change vs previous 13F -166 shares

    0.5% of the 13F portfolio, value $1,415,658.

    13F-HR 0001172661-25-002925 filed by DELTA FINANCIAL ADVISORS LLC
    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 9,352 shares
    Change vs previous 13F +14 shares

    0.54% of the 13F portfolio, value $1,445,599.

    13F-HR 0001172661-25-001728 filed by DELTA FINANCIAL ADVISORS LLC
    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 9,338 shares
    Change vs previous 13F +15 shares

    0.48% of the 13F portfolio, value $1,300,439.

    13F-HR 0001172661-25-000490 filed by DELTA FINANCIAL ADVISORS LLC
    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 9,323 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,293,124.

    13F-HR 0001172661-24-004460 filed by DELTA FINANCIAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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