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Atlas Legacy Advisors, LLC: USMV position timeline

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

Atlas Legacy Advisors, LLC held 15,253 USMV 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 15,253 shares
    Change vs previous 13F +399 shares

    0.22% of the 13F portfolio, value $1,471,304.

    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 14,854 shares
    Change vs previous 13F +680 shares

    0.25% of the 13F portfolio, value $1,377,560.

    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 14,174 shares
    Change vs previous 13F +1,122 shares

    0.23% of the 13F portfolio, value $1,334,624.

    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 13,052 shares
    Change vs previous 13F -101 shares

    0.24% of the 13F portfolio, value $1,241,767.

    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 13,153 shares
    Change vs previous 13F -238 shares

    0.27% of the 13F portfolio, value $1,234,672.

    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 13,391 shares
    Change vs previous 13F +720 shares

    0.32% of the 13F portfolio, value $1,243,354.

    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 12,671 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,125,058.

    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).