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Atlas Legacy Advisors, LLC: FVD position timeline

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

Atlas Legacy Advisors, LLC held 56,935 FVD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,935 shares
    Change vs previous 13F -257 shares

    0.41% of the 13F portfolio, value $2,743,128.

    13F-HR 0002054111-26-000004 filed by Atlas Legacy Advisors, 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 57,192 shares
    Change vs previous 13F -69,103 shares

    0.49% of the 13F portfolio, value $2,689,795.

    13F-HR 0002054111-26-000003 filed by Atlas Legacy Advisors, 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 126,295 shares
    Change vs previous 13F +1,440 shares

    1.02% of the 13F portfolio, value $5,819,674.

    13F-HR 0002054111-26-000001 filed by Atlas Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 124,855 shares
    Change vs previous 13F -12,982 shares

    1.11% of the 13F portfolio, value $5,773,295.

    13F-HR 0002054111-25-000006 filed by Atlas Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 137,837 shares
    Change vs previous 13F +1,059 shares

    1.36% of the 13F portfolio, value $6,161,314.

    13F-HR 0002054111-25-000005 filed by Atlas Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 136,778 shares
    Change vs previous 13F -2,655 shares

    1.55% of the 13F portfolio, value $6,098,931.

    13F-HR 0002054111-25-000003 filed by Atlas Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 139,433 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $6,084,856.

    13F-HR 0002054111-25-000002 filed by Atlas Legacy Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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