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Atlas Financial Advisors, Inc.: ZROZ position timeline

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

Atlas Financial Advisors, Inc. held 95,284 ZROZ 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 95,284 shares
    Change vs previous 13F -20,439 shares

    10.21% of the 13F portfolio, value $6,538,388.

    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 115,723 shares
    Change vs previous 13F -212 shares

    15.07% of the 13F portfolio, value $9,537,858.

    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 115,935 shares
    Change vs previous 13F -7,577 shares

    14.41% of the 13F portfolio, value $8,705,528.

    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 123,512 shares
    Change vs previous 13F -1,336 shares

    15.2% of the 13F portfolio, value $9,788,310.

    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 124,848 shares
    Change vs previous 13F -150,481 shares

    17.43% of the 13F portfolio, value $10,653,285.

    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 275,329 shares
    Change vs previous 13F +139,991 shares

    15.65% of the 13F portfolio, value $20,024,678.

    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 135,338 shares
    Change vs previous 13F +11,430 shares

    17.52% of the 13F portfolio, value $12,455,156.

    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 123,908 shares
    Change vs previous 13F not available

    16.04% of the 13F portfolio, value $11,867,908.

    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).