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Planning Strategies Inc.

Position in ATI — Ati Inc

CIK 2139665 LANCASTER, PA

Position in ATI

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$3,547
New position
Shares Held
18
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#743
of 787 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Metal Fabrication

Industrials · as of Jun 30, 2026

Planning Strategies Inc. holds $5,416 across 4 Metal Fabrication names. ATI ranks #1 (65.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ATI
Ati Inc
This page
18 $3,547

All Filings in ATI

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $3,547 18