Skip to content
Disclosery

ATLas Financial Planning LLC: IWB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ATLas Financial Planning LLC on IWB, newest first. How the timeline and the estimate are built.

ATLas Financial Planning LLC held 2,900 IWB shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,900 shares
    Change vs previous 13F -298 shares

    0.96% of the 13F portfolio, value $1,187,454.

    13F-HR 0002110886-26-000008 filed by ATLas Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,198 shares
    Change vs previous 13F -94 shares

    1.02% of the 13F portfolio, value $1,140,157.

    13F-HR 0002110886-26-000007 filed by ATLas Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,292 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $1,229,189.

    13F-HR 0002110886-26-000001 filed by ATLas Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).