West Financial Advisors, LLC

Position in ATLO — Ames National Corp

CIK 1843684 DES MOINES, IA

Position in ATLO

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$23,806

+$1,118 QoQ

Shares Held

804

0.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#71

of 99 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

West Financial Advisors, LLC holds $305,537 across 5 Banks - Regional names. ATLO ranks #3 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	3,725	$224,990
2	PNC	Pnc Financial Services Group, Inc.	174	$42,842
3	ATLO	Ames National Corp This page	804	$23,806
4	STBA	S&T Bancorp Inc	262	$12,858
5	BBD	Bank Bradesco	300	$1,041

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,806	804	0.0%	Shares	Sole	2026-07-08
2026-03-31	$22,688	804	0.0%	Shares	Sole	2026-04-08
2025-12-31	$18,459	804	0.0%	Shares	Sole	2026-01-13
2025-09-30	$16,256	804	0.0%	Shares	Sole	2025-10-14
2025-06-30	$14,319	804	0.0%	Shares	Sole	2025-07-21
2025-03-31	$14,086	804	0.0%	Shares	Sole	2025-04-09
2024-12-31	$13,209	804	0.0%	Shares	Sole	2025-01-14
2024-09-30	$14,656	804	0.0%	Shares	Sole	2024-10-08
2024-06-30	$16,473	804	0.0%	Shares	Sole	2024-07-15
2024-03-31	$16,224	804	0.0%	Shares	Sole	2024-04-11
2023-12-31	$17,157	804	0.0%	Shares	Sole	2024-01-11
2023-09-30	$13,338	804	0.0%	Shares	Sole	2023-10-10
2023-06-30	$14,496	804	0.0%	Shares	Sole	2023-07-07
2023-03-31	$16,723	804	0.0%	Shares	Sole	2023-04-18
2022-12-31	$18,982	804	0.0%	Shares	Other	2023-01-10
2022-09-30	$17,832	804	0.0%	Shares	Sole	2022-10-11
2022-06-30	$17,832	804	0.0%	Shares	Other	2022-07-14
2022-03-31	$19,987	804	0.0%	Shares	Sole	2022-04-18
2021-12-31	$19,689	804	0.0%	Shares	Other	2022-01-19
2021-09-30	$18,636	804	0.0%	Shares	Sole	2021-10-13
2021-06-30	$19,706	804	0.0%	Shares	Sole	2021-07-27
2021-03-31	$20,566	804	0.0%	Shares	Sole	2021-04-20
2020-12-31	$19,312	804	—	Shares	Sole	2021-02-22
No filing history on record for this holder in this stock.