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Atlas Financial Advisors, Inc.: VHT position timeline

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

Atlas Financial Advisors, Inc. held 1,500 VHT 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 1,500 shares
    Change vs previous 13F +220 shares

    0.59% of the 13F portfolio, value $380,535.

    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 1,280 shares
    Change vs previous 13F +285 shares

    0.57% of the 13F portfolio, value $361,216.

    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 995 shares
    Change vs previous 13F -54 shares

    0.44% of the 13F portfolio, value $264,670.

    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 1,049 shares
    Change vs previous 13F +44 shares

    0.44% of the 13F portfolio, value $283,775.

    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 1,005 shares
    Change vs previous 13F -1,038 shares

    0.41% of the 13F portfolio, value $251,954.

    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 2,043 shares
    Change vs previous 13F +961 shares

    0.38% of the 13F portfolio, value $480,309.

    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 1,082 shares
    Change vs previous 13F -1 shares

    0.37% of the 13F portfolio, value $264,895.

    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 1,083 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $258,252.

    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).