Position in ATI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$33,502
+$8,185 QoQ
Shares Held
170
-63.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#686
of 787 holders
Holding Since
Dec 2024
2 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, 2026Ascentis Wealth Management, LLC holds $60,131 across 3 Metal Fabrication names. ATI ranks #1 (55.7% of the industry book) .
All Filings in ATI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,502 | 170 | Shares | Sole | 2026-07-30 | |
| 2024-12-31 | $25,317 | 460 | Shares | Sole | 2025-01-10 | |
| No filing history on record for this holder in this stock. | ||||||