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Edgemoor Investment Advisors, Inc.: ATO position timeline

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

Edgemoor Investment Advisors, Inc. held 24,351 ATO shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,351 shares
    Change vs previous 13F -1,201 shares

    0.29% of the 13F portfolio, value $4,194,947.

    13F-HR 0001398344-26-013761 filed by Edgemoor Investment Advisors, Inc.
    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 25,552 shares
    Change vs previous 13F -914 shares

    0.37% of the 13F portfolio, value $4,719,965.

    13F-HR 0001398344-26-009044 filed by Edgemoor Investment Advisors, Inc.
    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 26,466 shares
    Change vs previous 13F -400 shares

    0.34% of the 13F portfolio, value $4,436,496.

    13F-HR 0001398344-26-002566 filed by Edgemoor Investment Advisors, Inc.
    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 26,866 shares
    Change vs previous 13F -993 shares

    0.35% of the 13F portfolio, value $4,587,370.

    13F-HR 0001398344-25-020409 filed by Edgemoor Investment Advisors, Inc.
    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 27,859 shares
    Change vs previous 13F -1,100 shares

    0.37% of the 13F portfolio, value $4,293,350.

    13F-HR 0001398344-25-014950 filed by Edgemoor Investment Advisors, Inc.
    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 28,959 shares
    Change vs previous 13F -100 shares

    0.41% of the 13F portfolio, value $4,476,533.

    13F-HR 0001398344-25-008646 filed by Edgemoor Investment Advisors, Inc.
    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 29,059 shares
    Change vs previous 13F -775 shares

    0.36% of the 13F portfolio, value $4,047,093.

    13F-HR 0001398344-25-002339 filed by Edgemoor Investment Advisors, Inc.
    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 29,834 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $4,138,320.

    13F-HR 0001398344-24-020440 filed by Edgemoor Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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