Position in ATO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,340
+$1,461 QoQ
Shares Held
31
+47.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#962
of 1,035 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Bogart Wealth, LLC holds $49,975 across 5 Utilities - Regulated Gas names. ATO ranks #3 (10.7% of the industry book) .
All Filings in ATO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,340 | 31 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,879 | 21 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,843 | 11 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,878 | 11 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $52,243 | 339 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $463 | 3 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||