Position in ATO
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,995
-$5,534 QoQ
Shares Held
29
-49.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#965
of 1,035 holders
Holding Since
Dec 2022
15 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, 2026MONTAG A & ASSOCIATES INC holds $22,270 across 3 Utilities - Regulated Gas names. ATO ranks #2 (22.4% of the industry book) .
All Filings in ATO
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,995 | 29 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $10,529 | 57 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $11,734 | 70 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $13,147 | 77 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,400 | 61 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $7,574 | 49 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $6,824 | 49 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $6,796 | 49 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $5,715 | 49 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,824 | 49 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $5,679 | 49 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $5,190 | 49 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $5,700 | 49 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,494 | 40 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $10,422 | 93 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||