Skip to content
Disclosery

Atlas Financial Advisors, Inc.: SPY position timeline

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

Atlas Financial Advisors, Inc. held 25,299 SPY 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 25,299 shares
    Change vs previous 13F -1,733 shares

    23.15% of the 13F portfolio, value $14,826,945.

    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 27,032 shares
    Change vs previous 13F +1,059 shares

    24.51% of the 13F portfolio, value $15,509,593.

    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 25,973 shares
    Change vs previous 13F -2,506 shares

    23.39% of the 13F portfolio, value $14,134,754.

    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 28,479 shares
    Change vs previous 13F -1,221 shares

    23.13% of the 13F portfolio, value $14,896,249.

    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 29,700 shares
    Change vs previous 13F -41,536 shares

    23.09% of the 13F portfolio, value $14,116,469.

    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 71,236 shares
    Change vs previous 13F +40,235 shares

    23.8% of the 13F portfolio, value $30,451,965.

    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 31,001 shares
    Change vs previous 13F -7,681 shares

    19.33% of the 13F portfolio, value $13,742,123.

    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 38,682 shares
    Change vs previous 13F not available

    21.4% of the 13F portfolio, value $15,836,024.

    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).