Position in ATS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$347,662
+$7,006 QoQ
Shares Held
12,080
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#6
of 11 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ATS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026TRUE Private Wealth Advisors holds $5,132,928 across 4 Specialty Industrial Machinery names. ATS ranks #3 (6.8% of the industry book) .
All Filings in ATS
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,662 | 12,080 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $340,656 | 12,080 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $332,683 | 12,080 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $316,496 | 12,080 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $385,110 | 12,080 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $301,154 | 12,080 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $368,198 | 12,080 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $357,983 | 12,323 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $398,156 | 12,323 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $415,531 | 12,323 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $530,751 | 12,323 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $525,206 | 12,323 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $567,967 | 12,323 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||