NOVARE CAPITAL MANAGEMENT LLC: ATO position timeline

NOVARE CAPITAL MANAGEMENT LLC held 3,325 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 3,325 shares

   Change vs previous 13F -115 shares

   0.04% of the 13F portfolio, value $572,798.

   13F-HR 0001951757-26-001176 filed by NOVARE CAPITAL MANAGEMENT LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 3,440 shares

   Change vs previous 13F -400 shares

   0.05% of the 13F portfolio, value $635,437.

   13F-HR 0001951757-26-000640 filed by NOVARE CAPITAL MANAGEMENT LLC
   Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 3,840 shares

   Change vs previous 13F -60 shares

   0.05% of the 13F portfolio, value $643,700.

   13F-HR 0001951757-26-000360 filed by NOVARE CAPITAL MANAGEMENT LLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 3,900 shares

   Change vs previous 13F 0 shares

   0.05% of the 13F portfolio, value $665,925.

   13F-HR 0001951757-25-001264 filed by NOVARE CAPITAL MANAGEMENT LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 3,900 shares

   Change vs previous 13F -100 shares

   0.05% of the 13F portfolio, value $601,029.

   13F-HR 0001951757-25-000991 filed by NOVARE CAPITAL MANAGEMENT LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 4,000 shares

   Change vs previous 13F -170 shares

   0.05% of the 13F portfolio, value $618,320.

   13F-HR 0001951757-25-000471 filed by NOVARE CAPITAL MANAGEMENT LLC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 4,170 shares

   Change vs previous 13F -65 shares

   0.05% of the 13F portfolio, value $580,756.

   13F-HR 0001951757-25-000086 filed by NOVARE CAPITAL MANAGEMENT LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 4,235 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $587,437.

   13F-HR 0001951757-24-001017 filed by NOVARE CAPITAL MANAGEMENT LLC
   Filed 2024-10-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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