Position in ATI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,540,336
+$406,185 QoQ
Shares Held
7,815
+0.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#359
of 790 holders
Holding Since
Mar 2020
26 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, 2026CCG WEALTH MANAGEMENT, LLC holds $1,540,336 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
|
7,815 | $1,540,336 |
All Filings in ATI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,540,336 | 7,815 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,134,151 | 7,797 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $893,062 | 7,782 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $633,394 | 7,787 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $672,329 | 7,787 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $404,741 | 7,779 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $428,156 | 7,779 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $521,095 | 7,788 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $431,678 | 7,785 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $398,051 | 7,779 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $353,711 | 7,779 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $326,360 | 7,931 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $388,295 | 8,779 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $346,419 | 8,779 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $272,591 | 9,129 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $242,922 | 9,129 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $209,022 | 9,204 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $247,142 | 9,208 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $184,692 | 11,594 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $197,098 | 11,852 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $253,077 | 12,138 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $274,201 | 13,020 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $941,132 | 56,120 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,103,393 | 126,536 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,289,401 | 126,536 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,075,556 | 126,536 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||