Atlas Legacy Advisors, LLC: IYW position timeline

Atlas Legacy Advisors, LLC held 246,172 IYW 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 246,172 shares

   Change vs previous 13F +8,047 shares

   9.15% of the 13F portfolio, value $61,826,566.

   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 238,125 shares

   Change vs previous 13F -159 shares

   7.91% of the 13F portfolio, value $43,297,920.

   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 238,284 shares

   Change vs previous 13F +24,962 shares

   8.35% of the 13F portfolio, value $47,557,618.

   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 213,322 shares

   Change vs previous 13F -8,978 shares

   8.07% of the 13F portfolio, value $41,781,247.

   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 222,300 shares

   Change vs previous 13F -165 shares

   8.49% of the 13F portfolio, value $38,517,921.

   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 222,465 shares

   Change vs previous 13F -17,587 shares

   8.46% of the 13F portfolio, value $33,296,573.

   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 240,052 shares

   Change vs previous 13F not available

   9.28% of the 13F portfolio, value $38,293,095.

   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).