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MCDONALD PARTNERS LLC: ATO position timeline

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

MCDONALD PARTNERS LLC held 0 ATO shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -2,831 shares

    13F-HR 0001172661-25-004722 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 2,831 shares
    Change vs previous 13F -20 shares

    0.11% of the 13F portfolio, value $438,734.

    13F-HR 0001172661-25-003063 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 2,851 shares
    Change vs previous 13F +28 shares

    0.12% of the 13F portfolio, value $443,184.

    13F-HR 0001172661-25-002211 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 2,823 shares
    Change vs previous 13F -7 shares

    0.1% of the 13F portfolio, value $393,274.

    13F-HR 0001172661-25-000454 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 2,830 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $392,662.

    13F-HR 0001172661-24-004254 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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