Teamwork Financial Advisors, LLC ATO ATMOS ENERGY CORP

Ownership history in Teamwork Financial Advisors, LLC  ·  6 quarters on record

AI Ownership Summary

Teamwork Financial Advisors, LLC reported ATMOS ENERGY CORP (ATO) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 0.03% in 2025 Q1. The latest visible filing shows ATO at 0.02% 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 ATO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Teamwork Financial Advisors, LLC's position in ATMOS ENERGY 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 Q2

ATO was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q2

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 Teamwork Financial Advisors, LLC held ATO — position size vs. price
% of Fund (quarterly)    ATO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 1,346 0% 0.02% $232K 2026-07-08 $177.09
2026 Q1 UNCHANGED 1,346 0% 0.03% $249K 2026-04-09 $191.21
2025 Q4 REDUCED 1,346 -50 -3.6% 0.02% $226K 2026-01-09 $164.93
2025 Q3 UNCHANGED 1,396 0% 0.02% $238K 2025-10-08 $172.80
2025 Q2 ADDED 1,396 +50 +3.7% 0.02% $215K 2025-07-07 $149.45
2025 Q1 INITIATED 1,346 0.03% $208K 2025-04-10 $145.22

FAQ About Teamwork Financial Advisors, LLC and ATO

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

How long has Teamwork Financial Advisors, LLC reported owning ATO?

Teamwork Financial Advisors, LLC reported ATO across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported ATO position in Teamwork Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for ATO was 0.03% in 2025 Q1.

What is the latest reported ATO position on this page?

The most recent filing on this page is 2026 Q2, when Teamwork Financial Advisors, LLC reported 1,346 shares, equal to 0.02% of portfolio, with an estimated market value of $232K.

What does the chart on this ATO ownership page compare?

The chart compares Teamwork Financial Advisors, LLC's quarterly ATO 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 Teamwork Financial Advisors, LLC time their ATO position?

Based on 13F filing dates vs. subsequent ATO price moves, Teamwork Financial Advisors, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on ATO relative to SPY over the holding period was -12.6%.

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