Position in ATO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$16,710
-$1,207 QoQ
Shares Held
97
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#910
of 1,035 holders
Holding Since
Dec 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, 2026Advocate Investing Services LLC holds $339,373 across 3 Utilities - Regulated Gas names. ATO ranks #3 (4.9% of the industry book) .
All Filings in ATO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,710 | 97 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $17,917 | 97 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $16,260 | 97 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||