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Atlas Legacy Advisors, LLC: IWN position timeline

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

Atlas Legacy Advisors, LLC held 8,899 IWN 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 8,899 shares
    Change vs previous 13F +146 shares

    0.29% of the 13F portfolio, value $1,968,459.

    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 8,753 shares
    Change vs previous 13F +119 shares

    0.3% of the 13F portfolio, value $1,661,806.

    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 8,634 shares
    Change vs previous 13F +3,193 shares

    0.27% of the 13F portfolio, value $1,564,567.

    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 5,441 shares
    Change vs previous 13F -535 shares

    0.19% of the 13F portfolio, value $962,023.

    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 5,976 shares
    Change vs previous 13F -60 shares

    0.21% of the 13F portfolio, value $942,774.

    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 6,036 shares
    Change vs previous 13F -2 shares

    0.23% of the 13F portfolio, value $911,315.

    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 6,038 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $991,258.

    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).