ATLO — AMES NATL CORP

Ownership history in Compound Planning, Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Compound Planning, Inc. reported a position in AMES NATL CORP (ATLO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q1)
Avg. % of fund
0.01%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 13,306 +2 +0.0% 0.01% $306K $22.76
2025 Q3 UNCHANGED 13,304 — 0% 0.01% $269K $19.86
2025 Q2 REDUCED 13,304 -2,002 -13.1% 0.01% $237K $17.32
2025 Q1 INITIATED 15,306 — — 0.01% $268K $16.84
% of Fund (quarterly)    ATLO price (monthly, adj. close)

Other funds also holding ATLO

As of 2025 Q4 — sorted by position size

Elizabeth Park Capital Advisors, Ltd. 3Y 7Y 2.03% Fourthstone LLC 3Y 1.88% Clarity Asset Management, Inc. 0.06% RBF Capital, LLC 3Y 7Y 0.03% Stockman Wealth Management, Inc. 3Y 7Y 0.03% IFG Advisory, LLC 3Y 7Y 0.02% SEGALL BRYANT & HAMILL, LLC 3Y 7Y 0.01% Arkadios Wealth Advisors 3Y 0.01% RITHOLTZ WEALTH MANAGEMENT 3Y 7Y 0.01% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.01%
← Back to Compound Planning, Inc. Holdings