Position in ATI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$6,613,493
+$5,780,299 QoQ
Shares Held
33,554
+485.8% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#216
of 787 holders
Holding Since
Jun 2023
13 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, 2026Sequoia Financial Advisors, LLC holds $10,076,621 across 4 Metal Fabrication names. ATI ranks #1 (65.6% of the industry book) .
All Filings in ATI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,613,493 | 33,554 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $833,194 | 5,728 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $800,565 | 6,976 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $359,848 | 4,424 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $373,161 | 4,322 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $217,381 | 4,178 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $274,924 | 4,995 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $360,176 | 5,383 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $288,949 | 5,211 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $267,516 | 5,228 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $237,353 | 5,220 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $232,415 | 5,648 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $221,282 | 5,003 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||