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Atlas Legacy Advisors, LLC: IWR position timeline

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

Atlas Legacy Advisors, LLC held 149,304 IWR 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 149,304 shares
    Change vs previous 13F +2,288 shares

    2.43% of the 13F portfolio, value $16,445,555.

    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 147,016 shares
    Change vs previous 13F +3,349 shares

    2.61% of the 13F portfolio, value $14,301,086.

    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 143,667 shares
    Change vs previous 13F +15,172 shares

    2.43% of the 13F portfolio, value $13,836,210.

    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 128,495 shares
    Change vs previous 13F -7,587 shares

    2.4% of the 13F portfolio, value $12,405,799.

    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 136,082 shares
    Change vs previous 13F -17,975 shares

    2.76% of the 13F portfolio, value $12,513,608.

    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 154,057 shares
    Change vs previous 13F -124,199 shares

    3.33% of the 13F portfolio, value $13,106,709.

    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 278,256 shares
    Change vs previous 13F not available

    5.96% of the 13F portfolio, value $24,597,830.

    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).