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Disclosery

Atlas Private Wealth Advisors: CALI position timeline

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

Atlas Private Wealth Advisors held 33,089 CALI 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 33,089 shares
    Change vs previous 13F +11,104 shares

    0.37% of the 13F portfolio, value $1,672,127.

    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 21,985 shares
    Change vs previous 13F +11,309 shares

    0.26% of the 13F portfolio, value $1,108,692.

    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 10,676 shares
    Change vs previous 13F +986 shares

    0.13% of the 13F portfolio, value $538,695.

    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 9,690 shares
    Change vs previous 13F -6,807 shares

    0.12% of the 13F portfolio, value $490,995.

    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 16,497 shares
    Change vs previous 13F +11,211 shares

    0.11% of the 13F portfolio, value $832,338.

    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 5,286 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $266,202.

    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).