Clarity Asset Management, Inc. ATLO AMES NATL CORP

Ownership history in Clarity Asset Management, Inc.  ·  10 quarters on record

AI Ownership Summary

Clarity Asset Management, Inc. reported AMES NATL CORP (ATLO) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.07% in 2026 Q1. The latest visible filing shows ATLO at 0.07% 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.

What this ATLO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clarity Asset Management, Inc.'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
2026 Q1

ATLO was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q1

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 2026 Q1

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 Clarity Asset Management, Inc. held ATLO — position size vs. price
% of Fund (quarterly)    ATLO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 5,124 +46 +0.9% 0.07% $145K 2026-05-05 $28.48
2025 Q4 ADDED 5,078 +42 +0.8% 0.06% $117K 2026-02-13 $27.53
2025 Q3 ADDED 5,036 +49 +1.0% 0.06% $102K 2025-10-27 $20.68
2025 Q2 ADDED 4,987 +56 +1.1% 0.05% $89K 2025-08-14 $18.75
2025 Q1 ADDED 4,931 +53 +1.1% 0.06% $86K 2025-05-14 $16.91
2024 Q4 ADDED 4,878 +3,021 +162.7% 0.05% $80K 2025-02-14 $17.68
2024 Q3 ADDED 1,857 +27 +1.5% 0.02% $34K 2024-11-15 $17.29
2024 Q2 ADDED 1,830 +23 +1.3% 0.03% $38K 2024-08-15 $17.69
2024 Q1 ADDED 1,807 +26 +1.5% 0.03% $36K 2024-05-15 $19.46
2023 Q4 INITIATED 1,781 0.03% $38K 2024-02-16 $16.73

FAQ About Clarity Asset Management, Inc. and ATLO

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

How long has Clarity Asset Management, Inc. reported owning ATLO?

Clarity Asset Management, Inc. reported ATLO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ATLO position in Clarity Asset Management, Inc.'s portfolio?

The largest reported portfolio weight for ATLO was 0.07% in 2026 Q1.

What is the latest reported ATLO position on this page?

The most recent filing on this page is 2026 Q1, when Clarity Asset Management, Inc. reported 5,124 shares, equal to 0.07% of portfolio, with an estimated market value of $145K.

What does the chart on this ATLO ownership page compare?

The chart compares Clarity Asset Management, Inc.'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.

How well did Clarity Asset Management, Inc. time their ATLO position?

Based on 13F filing dates vs. subsequent ATLO price moves, Clarity Asset Management, Inc. correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on ATLO relative to SPY over the holding period was +6.2%.

← Back to Clarity Asset Management, Inc. Holdings