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Disclosery

Vest Financial, LLC: ATO position timeline

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

Vest Financial, LLC held 265,448 ATO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 265,448 shares
    Change vs previous 13F -42,114 shares

    0.48% of the 13F portfolio, value $45,728,727.

    13F-HR 0001709632-26-000006 filed by Vest Financial, LLC
    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 307,562 shares
    Change vs previous 13F +29,036 shares

    0.68% of the 13F portfolio, value $56,812,853.

    13F-HR 0001709632-26-000004 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 278,526 shares
    Change vs previous 13F -69,151 shares

    0.59% of the 13F portfolio, value $46,689,314.

    13F-HR 0001709632-26-000002 filed by Vest Financial, LLC
    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 347,677 shares
    Change vs previous 13F +12,969 shares

    0.78% of the 13F portfolio, value $59,365,848.

    13F-HR 0001709632-25-000006 filed by Vest Financial, LLC
    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 334,708 shares
    Change vs previous 13F -58,254 shares

    0.73% of the 13F portfolio, value $51,581,850.

    13F-HR 0001085146-25-004177 filed by Vest Financial, LLC
    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 392,962 shares
    Change vs previous 13F -4,866 shares

    0.94% of the 13F portfolio, value $60,744,066.

    13F-HR 0001085146-25-002044 filed by Vest Financial, LLC
    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 397,828 shares
    Change vs previous 13F +10,367 shares

    0.98% of the 13F portfolio, value $55,405,506.

    13F-HR 0001085146-25-000544 filed by Vest Financial, LLC
    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 387,461 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $53,744,715.

    13F-HR 0001085146-24-004998 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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