Position in ATI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,341,856
+$439,568 QoQ
Shares Held
6,808
+9.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#370
of 787 holders
Holding Since
Mar 2024
10 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, 2026Concurrent Investment Advisors, LLC holds $14,810,063 across 4 Metal Fabrication names. ATI ranks #2 (9.1% of the industry book) .
All Filings in ATI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,341,856 | 6,808 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $902,288 | 6,203 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $632,327 | 5,510 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $344,474 | 4,235 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $362,628 | 4,200 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $218,526 | 4,200 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $231,333 | 4,203 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $281,022 | 4,200 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $232,890 | 4,200 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $214,914 | 4,200 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||