Position in ATO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$129,202
-$9,338 QoQ
Shares Held
750
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#827
of 1,035 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026TOMPKINS FINANCIAL CORP holds $312,726 across 4 Utilities - Regulated Gas names. ATO ranks #2 (41.3% of the industry book) .
All Filings in ATO
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $129,202 | 750 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $138,540 | 750 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $125,722 | 750 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $128,062 | 750 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $115,582 | 750 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $115,935 | 750 | Shares | Defined | 2025-04-07 | |
| 2024-12-31 | $104,452 | 750 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $104,032 | 750 | Shares | Defined | 2024-11-01 | |
| 2024-06-30 | $87,487 | 750 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $89,152 | 750 | Shares | Defined | 2024-04-08 | |
| No filing history on record for this holder in this stock. | ||||||