ATLO β€” AMES NATL CORP

Ownership history in Carl P. Sherr & Co., LLC  Β·  13 quarters on record

AI Ownership Summary

Carl P. Sherr & Co., LLC reported AMES NATL CORP (ATLO) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.41% in 2023 Q4. The latest visible filing shows ATLO at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ATLO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Carl P. Sherr & Co., LLC's position in AMES NATL CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ATLO was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.41% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Carl P. Sherr & Co., LLC held ATLO β€” position size vs. price
% of Fund (quarterly)    ATLO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 9,980 -6,620 -39.9% 0.10% $202K 2025-11-03 $20.63
2024 Q3 REDUCED 16,600 -8,400 -33.6% 0.16% $303K 2024-11-14 $17.31
2024 Q2 REDUCED 25,000 -1,000 -3.8% 0.29% $512K 2024-07-23 $19.69
2024 Q1 REDUCED 26,000 -5,464 -17.4% 0.30% $525K 2024-05-02 $18.44
2023 Q4 ADDED 31,464 +410 +1.3% 0.41% $671K 2024-01-30 $20.11
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Carl P. Sherr & Co., LLC and ATLO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Carl P. Sherr & Co., LLC reported owning ATLO?

Carl P. Sherr & Co., LLC reported ATLO across 5 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported ATLO position in Carl P. Sherr & Co., LLC's portfolio?

The largest reported portfolio weight for ATLO was 0.41% in 2023 Q4.

What is the latest reported ATLO position on this page?

The most recent filing on this page is 2025 Q3, when Carl P. Sherr & Co., LLC reported 9,980 shares, equal to 0.10% of portfolio, with an estimated market value of $202K.

What does the chart on this ATLO ownership page compare?

The chart compares Carl P. Sherr & Co., LLC's quarterly ATLO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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