Position in ATI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$536,309
-$288,740 QoQ
Shares Held
2,721
-52.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#474
of 787 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ATI Over Time
Shares Held
Position Value (USD)
Position in Metal Fabrication
Industrials · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $536,309 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
|
2,721 | $536,309 |
All Filings in ATI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $536,309 | 2,721 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $825,049 | 5,672 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,103,073 | 9,612 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,301,765 | 16,004 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,472,269 | 17,052 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $939,193 | 18,051 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||