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Focus Partners Wealth: ATO position timeline

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

Focus Partners Wealth held 37,952 ATO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,952 shares
    Change vs previous 13F +19,177 shares

    0.01% of the 13F portfolio, value $6,538,433.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 31,679 shares
    • Focus Partners Advisor Solutions, LLC: 6,273 shares

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

  2. period ended2026-03-31
    13F 18,775 shares
    Change vs previous 13F +10,374 shares

    <0.01% of the 13F portfolio, value $3,463,920.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 16,516 shares
    • Focus Partners Advisor Solutions, LLC: 2,259 shares

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

  3. period ended2025-12-31
    13F 8,401 shares
    Change vs previous 13F +3,494 shares

    <0.01% of the 13F portfolio, value $1,408,412.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 4,907 shares
    Change vs previous 13F -1,615 shares

    <0.01% of the 13F portfolio, value $814,570.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 6,522 shares
    Change vs previous 13F +2,103 shares

    <0.01% of the 13F portfolio, value $1,005,193.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    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/A 4,419 shares
    Change vs previous 13F -525 shares

    <0.01% of the 13F portfolio, value $683,064.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    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/A 4,944 shares
    Change vs previous 13F +1,578 shares

    <0.01% of the 13F portfolio, value $688,524.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 4,944 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  8. period ended2024-09-30
    13F 3,366 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $466,962.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,881 shares
    • Focus Partners Advisor Solutions, LLC: 1,485 shares

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