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Livermore
Livermore
ZHEN

Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

ATI holding history

Ati Inc in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ATI overviewAll 13F holders of ATIFull Q2 2026 holdings

Shares (Q2 2026)
10,731
Value
$2.12M
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of ATI by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,731$2.12M<0.1%+2,569+31.5%AddedHolders
Q1 20268,162$1.19M<0.1%+586+7.7%AddedHolders
Q4 20257,576$869.4K<0.1%+7,576NewHolders
Q3 20250$00.0%−3,534−100.0%Sold outHolders
Q2 20253,534$305.1K<0.1%−1,110−23.9%ReducedHolders
Q1 20254,644$241.6K<0.1%−476−9.3%ReducedHolders
Q4 20245,120$281.8K<0.1%−1,219−19.2%ReducedHolders
Q3 20246,339$424.1K<0.1%+2,059+48.1%AddedHolders
Q2 20244,280$237.3K<0.1%+4,280NewHolders
Q1 20240$00.0%−20,444−100.0%Sold outHolders
Q4 202320,444$929.6K<0.1%−9,240−31.1%ReducedHolders
Q3 202329,684$1.22M<0.1%+304+1.0%AddedHolders
Q2 202329,380$1.30M<0.1%+23,364+388.4%AddedHolders
Q1 20236,016$237.4K<0.1%+6,016NewHolders
Q3 20220$00.0%−5,994−100.0%Sold outHolders
Q2 20225,994$136.0K<0.1%+32+0.5%AddedHolders
Q1 20225,962$160.0K<0.1%+3,874+185.5%AddedHolders
Q4 20212,088$33.0K<0.1%+321+18.2%AddedHolders
Q3 20211,767$29.0K<0.1%+24+1.4%AddedHolders
Q2 20211,743$36.0K<0.1%00.0%UnchangedHolders
Q1 20211,743$37.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.