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Atlas Private Wealth Advisors: AGG position timeline

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

Atlas Private Wealth Advisors held 77,621 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,621 shares
    Change vs previous 13F -5,014 shares

    1.68% of the 13F portfolio, value $7,682,929.

    13F-HR 0001814234-26-000005 filed by Atlas Private Wealth Advisors
    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 82,635 shares
    Change vs previous 13F -4,865 shares

    1.93% of the 13F portfolio, value $8,203,160.

    13F-HR 0001814234-26-000003 filed by Atlas Private Wealth Advisors
    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 87,500 shares
    Change vs previous 13F +7,064 shares

    2.04% of the 13F portfolio, value $8,739,462.

    13F-HR 0001814234-26-000002 filed by Atlas Private Wealth Advisors
    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 80,436 shares
    Change vs previous 13F -49,129 shares

    1.98% of the 13F portfolio, value $8,063,691.

    13F-HR 0001814234-25-000003 filed by Atlas Private Wealth Advisors
    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 129,565 shares
    Change vs previous 13F +17,409 shares

    1.65% of the 13F portfolio, value $12,853,708.

    13F-HR 0001085146-25-004509 filed by Atlas Private Wealth Advisors
    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 112,156 shares
    Change vs previous 13F +89,169 shares

    1.55% of the 13F portfolio, value $11,095,296.

    13F-HR 0001085146-25-002157 filed by Atlas Private Wealth Advisors
    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 22,987 shares
    Change vs previous 13F +12,502 shares

    0.32% of the 13F portfolio, value $2,227,532.

    13F-HR 0001085146-25-000358 filed by Atlas Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 10,485 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,061,930.

    13F-HR 0001085146-24-004710 filed by Atlas Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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