Position in ATI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$330,733
+$86,652 QoQ
Shares Held
1,678
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#554
of 787 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ATI Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $330,733 across 1 Metal Fabrication name. ATI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATI |
Ati Inc
This page
|
1,678 | $330,733 |
All Filings in ATI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,733 | 1,678 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $244,081 | 1,678 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||