EverSource Wealth Advisors, LLC ATLO — AMES NATL CORP COM

Ownership history in EverSource Wealth Advisors, LLC  ·  6 quarters on record

AI Ownership Summary

EverSource Wealth Advisors, LLC reported AMES NATL CORP COM (ATLO) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. 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.

What this ATLO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EverSource Wealth Advisors, LLC's position in AMES NATL CORP COM, 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

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

High-water mark
Peak Conviction
0.0% in 2026 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.

ATLO stock page EverSource Wealth Advisors, LLC fund profile EverSource Wealth Advisors, LLC full holdings
How EverSource Wealth Advisors, 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 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 102 -687 -87.1% 0.00% $3K 2026-07-24 $30.05
2026 Q1 ADDED — — — 789 +704 +828.2% 0.00% $66K 2026-05-18 $27.68
2025 Q4 ADDED — — — 85 +9 +11.8% 0.00% $2K 2026-02-06 $27.48
2025 Q3 ADDED — — — 76 +32 +72.7% 0.00% $2K 2025-11-10 $20.60
2025 Q2 ADDED — — — 44 +30 +214.3% 0.00% $784 2025-08-13 $18.64
2025 Q1 INITIATED — — — 14 — — 0.00% $245 2025-05-13 $16.86

🏢 Other funds also holding ATLO

As of 2026 Q2 — sorted by position size

Larry Mathis Financial Planning, LLC 0.2% Curated Wealth Partners LLC 3Y 0.03% Foster Group, Inc. 3Y 0.01% West Financial Advisors, LLC 3Y 0.0% City State Bank 3Y 0.0% Police & Firemen's Retirement System of New Jersey 0.0% GAMMA Investing LLC 0.0% True Wealth Design, LLC 3Y 0.0% Fortitude Family Office, LLC 0.0% Physician Wealth Advisors, Inc. 3Y 0.0%

FAQ About EverSource Wealth Advisors, 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 EverSource Wealth Advisors, LLC reported owning ATLO?

EverSource Wealth Advisors, LLC reported ATLO across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported ATLO position in EverSource Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for ATLO was 0.00% in 2026 Q1.

What is the latest reported ATLO position on this page?

The most recent filing on this page is 2026 Q2, when EverSource Wealth Advisors, LLC reported 102 shares, equal to 0.00% of portfolio, with an estimated market value of $3K.

What does the chart on this ATLO ownership page compare?

The chart compares EverSource Wealth Advisors, 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 EverSource Wealth Advisors, LLC time their ATLO position?

Based on 13F filing dates vs. subsequent ATLO price moves, EverSource Wealth Advisors, LLC correctly timed 5 out of 5 reported position changes (100%). The annualised alpha on ATLO relative to SPY over the holding period was +32.0%.

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