ATWOOD & PALMER INC TY — TRI CONTL CORP

Ownership history in ATWOOD & PALMER INC  ·  9 quarters on record

AI Ownership Summary

ATWOOD & PALMER INC reported TRI CONTL CORP (TY) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.01% in 2024 Q2. The latest visible filing shows TY at 0.01% 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 TY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ATWOOD & PALMER INC's position in TRI CONTL 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

TY was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 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.

TY stock page ATWOOD & PALMER INC fund profile ATWOOD & PALMER INC full holdings
How ATWOOD & PALMER INC held TY — position size vs. price
% of Fund (quarterly)    TY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 2,726 — 0% 0.01% $94K 2026-07-08 $34.94
2026 Q1 UNCHANGED — — — 2,726 — 0% 0.00% $86K 2026-04-15 $32.79
2025 Q4 UNCHANGED — — — 2,726 — 0% 0.01% $89K 2026-01-28 $32.23
2025 Q3 UNCHANGED — — — 2,726 — 0% 0.01% $93K 2025-10-15 $32.68
2025 Q2 UNCHANGED — — — 2,726 — 0% 0.01% $86K 2025-07-08 $30.23
2025 Q1 UNCHANGED — — — 2,726 — 0% 0.01% $84K 2025-04-15 $27.18
2024 Q4 UNCHANGED — — — 2,726 — 0% 0.01% $86K 2025-01-16 $29.99
2024 Q3 UNCHANGED — — — 2,726 — 0% 0.01% $90K 2024-10-07 $30.50
2024 Q2 INITIATED — — — 2,726 — — 0.01% $84K 2024-07-10 $29.09

🏢 Other funds also holding TY

As of 2026 Q2 — sorted by position size

Hennion & Walsh Asset Management, Inc. 3Y 0.15% Hilltop National Bank 0.0% Strategic Investment Solutions, Inc. /IL 3Y 0.0% CX Institutional 3Y 7Y 0.0%

FAQ About ATWOOD & PALMER INC and TY

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

How long has ATWOOD & PALMER INC reported owning TY?

ATWOOD & PALMER INC reported TY across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported TY position in ATWOOD & PALMER INC's portfolio?

The largest reported portfolio weight for TY was 0.01% in 2024 Q2.

What is the latest reported TY position on this page?

The most recent filing on this page is 2026 Q2, when ATWOOD & PALMER INC reported 2,726 shares, equal to 0.01% of portfolio, with an estimated market value of $94K.

What does the chart on this TY ownership page compare?

The chart compares ATWOOD & PALMER INC's quarterly TY 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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