Position in ATO
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$833,269
+$299,429 QoQ
Shares Held
4,837
+67.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#505
of 1,035 holders
Holding Since
Jun 2025
3 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $2,451,966 across 4 Utilities - Regulated Gas names. ATO ranks #1 (34.0% of the industry book) .
All Filings in ATO
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $833,269 | 4,837 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $533,840 | 2,890 | Shares | Sole | 2026-04-27 | |
| 2025-06-30 | $4,160 | 27 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||