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Atlas Legacy Advisors, LLC: IVOO position timeline

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

Atlas Legacy Advisors, LLC held 37,075 IVOO 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 37,075 shares
    Change vs previous 13F +1,559 shares

    0.71% of the 13F portfolio, value $4,826,495.

    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 35,516 shares
    Change vs previous 13F +519 shares

    0.74% of the 13F portfolio, value $4,064,622.

    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 34,997 shares
    Change vs previous 13F +2,216 shares

    0.69% of the 13F portfolio, value $3,915,777.

    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 32,781 shares
    Change vs previous 13F -3,222 shares

    0.7% of the 13F portfolio, value $3,618,367.

    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 36,003 shares
    Change vs previous 13F +431 shares

    0.83% of the 13F portfolio, value $3,779,595.

    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 35,572 shares
    Change vs previous 13F -592 shares

    0.92% of the 13F portfolio, value $3,615,458.

    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 36,164 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $3,815,302.

    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).