Atlas Legacy Advisors, LLC: IYR position timeline

Atlas Legacy Advisors, LLC held 9,006 IYR 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 9,006 shares

   Change vs previous 13F +336 shares

   0.14% of the 13F portfolio, value $920,864.

   13F-HR 0002054111-26-000004 filed by Atlas Legacy Advisors, LLC
   Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 8,670 shares

   Change vs previous 13F -254 shares

   0.15% of the 13F portfolio, value $821,002.

   13F-HR 0002054111-26-000003 filed by Atlas Legacy Advisors, LLC
   Filed 2026-05-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 8,924 shares

   Change vs previous 13F +1,302 shares

   0.15% of the 13F portfolio, value $837,874.

   13F-HR 0002054111-26-000001 filed by Atlas Legacy Advisors, LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 7,622 shares

   Change vs previous 13F -94 shares

   0.14% of the 13F portfolio, value $739,944.

   13F-HR 0002054111-25-000006 filed by Atlas Legacy Advisors, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 7,716 shares

   Change vs previous 13F +652 shares

   0.16% of the 13F portfolio, value $731,245.

   13F-HR 0002054111-25-000005 filed by Atlas Legacy Advisors, LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 7,064 shares

   Change vs previous 13F -1,153 shares

   0.17% of the 13F portfolio, value $668,787.

   13F-HR 0002054111-25-000003 filed by Atlas Legacy Advisors, LLC
   Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 8,217 shares

   Change vs previous 13F not available

   0.19% of the 13F portfolio, value $764,674.

   13F-HR 0002054111-25-000002 filed by Atlas Legacy Advisors, LLC
   Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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