Skip to content
Disclosery

Atlas Financial Advisors, Inc.: TLT position timeline

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

Atlas Financial Advisors, Inc. held 23,398 TLT 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 23,398 shares
    Change vs previous 13F -5,995 shares

    3.19% of the 13F portfolio, value $2,043,347.

    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 29,393 shares
    Change vs previous 13F +16 shares

    4.56% of the 13F portfolio, value $2,883,498.

    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 29,377 shares
    Change vs previous 13F -4,161 shares

    4.46% of the 13F portfolio, value $2,696,186.

    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 33,538 shares
    Change vs previous 13F -2,021 shares

    4.93% of the 13F portfolio, value $3,173,401.

    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 35,559 shares
    Change vs previous 13F -85,612 shares

    5.75% of the 13F portfolio, value $3,516,061.

    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 121,171 shares
    Change vs previous 13F -4,233 shares

    8.4% of the 13F portfolio, value $10,746,656.

    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 125,404 shares
    Change vs previous 13F +57,551 shares

    18.16% of the 13F portfolio, value $12,909,088.

    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 67,853 shares
    Change vs previous 13F not available

    9.75% of the 13F portfolio, value $7,217,524.

    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).