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Disclosery

Atlas Financial Advisors, Inc.: HYG position timeline

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

Atlas Financial Advisors, Inc. held 146,053 HYG 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 146,053 shares
    Change vs previous 13F +68,940 shares

    17.93% of the 13F portfolio, value $11,487,068.

    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 77,113 shares
    Change vs previous 13F -16,518 shares

    9.79% of the 13F portfolio, value $6,192,174.

    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 93,631 shares
    Change vs previous 13F -62,958 shares

    11.95% of the 13F portfolio, value $7,222,695.

    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 156,589 shares
    Change vs previous 13F +77,480 shares

    18.9% of the 13F portfolio, value $12,171,663.

    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 79,109 shares
    Change vs previous 13F +79,109 shares

    10.02% of the 13F portfolio, value $6,122,246.

    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 0 shares
    Change vs previous 13F -3,549 shares

    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).

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

  7. period ended2023-06-30
    13F 3,549 shares
    Change vs previous 13F +881 shares

    0.37% of the 13F portfolio, value $266,386.

    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 2,668 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $201,567.

    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).