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Ethic Inc.: ATO position timeline

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

Ethic Inc. held 21,483 ATO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,483 shares
    Change vs previous 13F -3,211 shares

    0.05% of the 13F portfolio, value $3,700,790.

    13F-HR 0001780570-26-000005 filed by Ethic 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 24,694 shares
    Change vs previous 13F -1,215 shares

    0.07% of the 13F portfolio, value $4,561,386.

    13F-HR 0001780570-26-000004 filed by Ethic 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 25,909 shares
    Change vs previous 13F +880 shares

    0.07% of the 13F portfolio, value $4,343,059.

    13F-HR 0001780570-26-000002 filed by Ethic 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 25,029 shares
    Change vs previous 13F -3,208 shares

    0.07% of the 13F portfolio, value $4,273,756.

    13F-HR 0001780570-25-000008 filed by Ethic 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 28,237 shares
    Change vs previous 13F -20,497 shares

    0.08% of the 13F portfolio, value $4,305,916.

    13F-HR 0001780570-25-000005 filed by Ethic 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 48,734 shares
    Change vs previous 13F +3,568 shares

    0.15% of the 13F portfolio, value $7,550,772.

    13F-HR 0001780570-25-000003 filed by Ethic 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 45,166 shares
    Change vs previous 13F +12,367 shares

    0.13% of the 13F portfolio, value $6,290,215.

    13F-HR 0001780570-25-000002 filed by Ethic 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 32,799 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,898,809.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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