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Atlas Private Wealth Advisors: BUFZ position timeline

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

Atlas Private Wealth Advisors held 74,601 BUFZ 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 74,601 shares
    Change vs previous 13F -1,195 shares

    0.46% of the 13F portfolio, value $2,083,596.

    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 75,796 shares
    Change vs previous 13F -8,128 shares

    0.47% of the 13F portfolio, value $1,991,153.

    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 83,924 shares
    Change vs previous 13F -3,016 shares

    0.52% of the 13F portfolio, value $2,226,494.

    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 86,940 shares
    Change vs previous 13F -92,922 shares

    0.55% of the 13F portfolio, value $2,251,743.

    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 179,862 shares
    Change vs previous 13F -18,298 shares

    0.58% of the 13F portfolio, value $4,483,956.

    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 198,160 shares
    Change vs previous 13F -423,612 shares

    0.65% of the 13F portfolio, value $4,656,810.

    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 621,772 shares
    Change vs previous 13F +240,130 shares

    2.11% of the 13F portfolio, value $14,854,112.

    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 381,642 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $8,983,890.

    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).