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Ategra Capital Management, LLC: AX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ategra Capital Management, LLC on AX, newest first. How the timeline and the estimate are built.

Ategra Capital Management, LLC held 113,765 AX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,765 shares
    Change vs previous 13F 0 shares

    5.89% of the 13F portfolio, value $11,079,573.

    13F-HR 0001636587-26-000066 filed by Ategra Capital Management, 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 113,765 shares
    Change vs previous 13F -39,577 shares

    5.39% of the 13F portfolio, value $9,680,264.

    13F-HR 0001636587-26-000030 filed by Ategra Capital Management, 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 153,342 shares
    Change vs previous 13F +13,000 shares

    7.55% of the 13F portfolio, value $13,211,947.

    13F-HR 0000919574-26-001136 filed by Ategra Capital Management, 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 140,342 shares
    Change vs previous 13F -79,874 shares

    7.96% of the 13F portfolio, value $11,879,950.

    13F-HR 0000919574-25-006841 filed by Ategra Capital Management, 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 220,216 shares
    Change vs previous 13F -14,877 shares

    13.31% of the 13F portfolio, value $16,745,225.

    13F-HR 0000919574-25-004804 filed by Ategra Capital Management, 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 235,093 shares
    Change vs previous 13F +20,813 shares

    12.26% of the 13F portfolio, value $15,168,200.

    13F-HR 0000919574-25-003171 filed by Ategra Capital Management, 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 214,280 shares
    Change vs previous 13F +69,438 shares

    10.09% of the 13F portfolio, value $14,967,458.

    13F-HR 0000919574-25-001340 filed by Ategra Capital Management, 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 144,842 shares
    Change vs previous 13F not available

    6.63% of the 13F portfolio, value $9,107,665.

    13F-HR 0000919574-24-006337 filed by Ategra Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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