Position in ATO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,237,759
-$418,625 QoQ
Shares Held
7,185
-19.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#446
of 1,035 holders
Holding Since
Dec 2024
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, 2026Callan Family Office, LLC holds $2,223,687 across 3 Utilities - Regulated Gas names. ATO ranks #1 (55.7% 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 | $1,237,759 | 7,185 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,656,384 | 8,967 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,627,519 | 9,709 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $777,083 | 4,551 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $729,402 | 4,733 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $393,298 | 2,824 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||