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Atlas Legacy Advisors, LLC: HDV position timeline

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

Atlas Legacy Advisors, LLC held 64,780 HDV 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 64,780 shares
    Change vs previous 13F +48,693 shares

    0.26% of the 13F portfolio, value $1,775,620.

    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 16,087 shares
    Change vs previous 13F -187 shares

    0.4% of the 13F portfolio, value $2,183,328.

    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 16,274 shares
    Change vs previous 13F +3,138 shares

    0.35% of the 13F portfolio, value $1,979,081.

    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 13,136 shares
    Change vs previous 13F +204 shares

    0.31% of the 13F portfolio, value $1,608,503.

    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 12,932 shares
    Change vs previous 13F -5,057 shares

    0.33% of the 13F portfolio, value $1,515,242.

    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 17,989 shares
    Change vs previous 13F +6,613 shares

    0.54% of the 13F portfolio, value $2,140,027.

    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 11,376 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,277,070.

    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).