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Atlas Private Wealth Advisors: BUFD position timeline

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

Atlas Private Wealth Advisors held 70,452 BUFD 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 70,452 shares
    Change vs previous 13F -5,885 shares

    0.46% of the 13F portfolio, value $2,093,833.

    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 76,337 shares
    Change vs previous 13F -7,398 shares

    0.5% of the 13F portfolio, value $2,137,436.

    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 83,735 shares
    Change vs previous 13F -7,448 shares

    0.55% of the 13F portfolio, value $2,364,674.

    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 91,183 shares
    Change vs previous 13F -116,515 shares

    0.62% of the 13F portfolio, value $2,520,298.

    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 207,698 shares
    Change vs previous 13F -70,622 shares

    0.71% of the 13F portfolio, value $5,516,460.

    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 278,320 shares
    Change vs previous 13F +76,758 shares

    0.97% of the 13F portfolio, value $6,944,084.

    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 201,562 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $5,143,860.

    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).