Oak Asset Management, LLC: ATO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Oak Asset Management, LLC on ATO, newest first. How the timeline and the estimate are built.
Oak Asset Management, LLC held 2,225 ATO shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 2,225 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $348,079.
13F-HR 0001726375-26-000005 filed by Oak Asset Management, LLC
Accepted , ingested - period ended2026-06-3013F 2,225 sharesChange vs previous 13F -50 shares
0.12% of the 13F portfolio, value $383,301.
13F-HR 0001726375-26-000003 filed by Oak Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,275 sharesChange vs previous 13F -240 shares
0.14% of the 13F portfolio, value $420,238.
13F-HR 0001726375-26-000002 filed by Oak Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,515 sharesChange vs previous 13F +340 shares
0.14% of the 13F portfolio, value $421,589.
13F-HR 0001726375-26-000001 filed by Oak Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,175 sharesChange vs previous 13F 0 shares
0.13% of the 13F portfolio, value $371,381.
13F-HR 0001726375-25-000003 filed by Oak Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,175 sharesChange vs previous 13F -735 shares
0.12% of the 13F portfolio, value $335,189.
13F-HR 0001085146-25-003766 filed by Oak Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,910 sharesChange vs previous 13F 0 shares
0.16% of the 13F portfolio, value $449,828.
13F-HR 0001085146-25-002040 filed by Oak Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,910 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $405,276.
13F-HR 0001085146-25-000173 filed by Oak Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).