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Disclosery

Summit Global Investments: ATO position timeline

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

Summit Global Investments held 5,255 ATO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,255 shares
    Change vs previous 13F -4,806 shares

    0.05% of the 13F portfolio, value $905,000.

    13F-HR 0001697953-26-000006 filed by Summit Global Investments
    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 10,061 shares
    Change vs previous 13F -13,818 shares

    0.11% of the 13F portfolio, value $1,859,000.

    13F-HR 0001697953-26-000005 filed by Summit Global Investments
    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 23,879 shares
    Change vs previous 13F -12,678 shares

    0.24% of the 13F portfolio, value $4,003,000.

    13F-HR 0001697953-26-000004 filed by Summit Global Investments
    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 36,557 shares
    Change vs previous 13F -2,550 shares

    0.36% of the 13F portfolio, value $6,242,000.

    13F-HR 0001697953-25-000008 filed by Summit Global Investments
    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 39,107 shares
    Change vs previous 13F +39,107 shares

    0.36% of the 13F portfolio, value $6,027,000.

    13F-HR 0001697953-25-000007 filed by Summit Global Investments
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    13F-HR 0001697953-24-000005 filed by Summit Global Investments
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.