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Atlas Financial Advisors, Inc.: GLD position timeline

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

Atlas Financial Advisors, Inc. held 2,816 GLD shares at 2024-12-31 per its 13F-HR filed 2025-04-17.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 2,816 shares
    Change vs previous 13F -150 shares

    1.06% of the 13F portfolio, value $681,838.

    13F-HR 0001924030-25-000001 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).

  2. period ended2024-09-30
    13F 2,966 shares
    Change vs previous 13F +340 shares

    1.14% of the 13F portfolio, value $720,916.

    13F-HR 0001924030-24-000004 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 ended2024-06-30
    13F 2,626 shares
    Change vs previous 13F +112 shares

    0.93% of the 13F portfolio, value $564,616.

    13F-HR 0001924030-24-000003 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 ended2024-03-31
    13F 2,514 shares
    Change vs previous 13F +110 shares

    0.8% of the 13F portfolio, value $517,180.

    13F-HR 0001924030-24-000002 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).

  5. period ended2023-12-31
    13F 2,404 shares
    Change vs previous 13F -2,123 shares

    0.75% of the 13F portfolio, value $459,573.

    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).

  6. period ended2023-09-30
    13F 4,527 shares
    Change vs previous 13F +2,190 shares

    0.61% of the 13F portfolio, value $776,154.

    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).

  7. period ended2023-06-30
    13F 2,337 shares
    Change vs previous 13F +163 shares

    0.59% of the 13F portfolio, value $416,617.

    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).

  8. period ended2023-03-31
    13F 2,174 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $398,320.

    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).