Skip to content
Disclosery

Atlas Financial Advisors, Inc.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atlas Financial Advisors, Inc. on AGG, newest first. How the timeline and the estimate are built.

Atlas Financial Advisors, Inc. held 0 AGG shares at 2023-12-31 per its 13F-HR filed 2024-02-12.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -9,779 shares

    13F-HR 0001924030-24-000001 filed by Atlas Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-09-30
    13F 9,779 shares
    Change vs previous 13F -1,976 shares

    0.72% of the 13F portfolio, value $919,617.

    13F-HR 0001924030-23-000004 filed by Atlas Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2023-06-30
    13F 11,755 shares
    Change vs previous 13F -152,812 shares

    1.62% of the 13F portfolio, value $1,151,402.

    13F-HR 0001924030-23-000003 filed by Atlas Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-03-31
    13F 164,567 shares
    Change vs previous 13F not available

    22.16% of the 13F portfolio, value $16,397,456.

    13F-HR 0001924030-23-000002 filed by Atlas Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).