Position in ATI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$573,616
+$231,946 QoQ
Shares Held
3,107
+32.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#465
of 787 holders
Holding Since
Jun 2022
5 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, 2026AE Wealth Management LLC holds $3,414,169 across 4 Metal Fabrication names. ATI ranks #3 (16.8% of the industry book) .
All Filings in ATI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $573,616 | 3,107 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $341,670 | 2,349 | Shares | Other | 2026-05-13 | |
| 2023-06-30 | $221,282 | 5,003 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $493,723 | 12,512 | Shares | Sole | 2023-04-14 | |
| 2022-06-30 | $609,718 | 26,848 | Shares | Sole | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||