TRUE Private Wealth Advisors ATS ATS CORPORATION

Ownership history in TRUE Private Wealth Advisors  ·  13 quarters on record

AI Ownership Summary

TRUE Private Wealth Advisors reported ATS CORPORATION (ATS) in 13 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.05% in 2024 Q1. The latest visible filing shows ATS at 0.03% 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 ATS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TRUE Private Wealth Advisors's position in ATS CORPORATION, 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

ATS was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q1

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

Time in book
Holding Window
2024 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 TRUE Private Wealth Advisors held ATS — position size vs. price
% of Fund (quarterly)    ATS 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 Q2 UNCHANGED 12,080 0% 0.03% $348K 2026-07-23 $26.50
2026 Q1 UNCHANGED 12,080 0% 0.03% $341K 2026-05-15 $32.00
2025 Q4 UNCHANGED 12,080 0% 0.03% $333K 2026-02-13 $31.18
2025 Q3 UNCHANGED 12,080 0% 0.03% $316K 2025-11-14 $25.83
2025 Q2 UNCHANGED 12,080 0% 0.04% $385K 2025-08-11 $28.74
2025 Q1 UNCHANGED 12,080 0% 0.04% $301K 2025-05-15 $27.74
2024 Q4 REDUCED 12,080 -243 -2.0% 0.04% $368K 2025-02-13 $29.59
2024 Q3 UNCHANGED 12,323 0% 0.04% $358K 2024-11-14 $28.76
2024 Q2 UNCHANGED 12,323 0% 0.05% $398K 2024-07-16 $34.06
2024 Q1 UNCHANGED 12,323 0% 0.05% $416K 2024-04-25 $32.80
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About TRUE Private Wealth Advisors and ATS

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

How long has TRUE Private Wealth Advisors reported owning ATS?

TRUE Private Wealth Advisors reported ATS across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported ATS position in TRUE Private Wealth Advisors's portfolio?

The largest reported portfolio weight for ATS was 0.05% in 2024 Q1.

What is the latest reported ATS position on this page?

The most recent filing on this page is 2026 Q2, when TRUE Private Wealth Advisors reported 12,080 shares, equal to 0.03% of portfolio, with an estimated market value of $348K.

What does the chart on this ATS ownership page compare?

The chart compares TRUE Private Wealth Advisors's quarterly ATS 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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