LPL Financial LLC ATLO — AMES NATL CORP

Ownership history in LPL Financial LLC  ·  23 quarters on record

AI Ownership Summary

LPL Financial LLC reported AMES NATL CORP (ATLO) in 23 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows ATLO at 0.00% 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 LPL Financial 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
2026 Q1

ATLO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% 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 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.

ATLO stock page LPL Financial LLC fund profile LPL Financial LLC full holdings
How LPL Financial LLC 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 REDUCED — — — 57,177 -798 -1.4% 0.00% $1.6M 2026-05-06 $28.60
2025 Q4 ADDED — — — 57,975 +16,363 +39.3% 0.00% $1.3M 2026-02-11 $27.15
2025 Q3 ADDED — — — 41,612 +5 +0.0% 0.00% $841K 2025-11-12 $20.90
2025 Q2 REDUCED — — — 41,607 -540 -1.3% 0.00% $741K 2025-08-12 $18.66
2025 Q1 ADDED — — — 42,147 +8,891 +26.7% 0.00% $738K 2025-05-07 $16.89
2024 Q4 REDUCED — — — 33,256 -1,220 -3.5% 0.00% $546K 2025-02-11 $17.60
2024 Q3 REDUCED 12.9% -8.8% ✅ 34,476 -5,088 -12.9% 0.00% $628K 2024-11-08 $17.19
2024 Q2 REDUCED — — — 39,564 -606 -1.5% 0.00% $811K 2024-08-07 $17.09
2024 Q1 ADDED — — — 40,170 +21 +0.1% 0.00% $811K 2024-05-10 $19.48
2023 Q4 REDUCED 27.0% -7.0% ✅ 40,149 -14,880 -27.0% 0.00% $857K 2024-02-14 $17.14
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ATLO

As of 2026 Q1 — sorted by position size

Larry Mathis Financial Planning, LLC 0.21% Clarity Asset Management, Inc. 0.07% RITHOLTZ WEALTH MANAGEMENT 3Y 7Y 0.02% Foster Group, Inc. 3Y 0.01% West Financial Advisors, LLC 3Y 0.0% City State Bank 3Y 0.0% DIMENSIONAL FUND ADVISORS LP 3Y 7Y 0.0% NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3Y 7Y 0.0% Police & Firemen's Retirement System of New Jersey 0.0% VANGUARD FIDUCIARY TRUST CO 0.0%

FAQ About LPL Financial 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 LPL Financial LLC reported owning ATLO?

LPL Financial LLC reported ATLO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ATLO position in LPL Financial LLC's portfolio?

The largest reported portfolio weight for ATLO was 0.00% in 2023 Q4.

What is the latest reported ATLO position on this page?

The most recent filing on this page is 2026 Q1, when LPL Financial LLC reported 57,177 shares, equal to 0.00% of portfolio, with an estimated market value of $1.6M.

What does the chart on this ATLO ownership page compare?

The chart compares LPL Financial 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.

How well did LPL Financial LLC time their ATLO position?

Based on 13F filing dates vs. subsequent ATLO price moves, LPL Financial LLC correctly timed 12 out of 22 reported position changes (55%). The annualised alpha on ATLO relative to SPY over the holding period was -3.4%.

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