Atlas Private Wealth Advisors: CGDV position timeline

Atlas Private Wealth Advisors held 14,574 CGDV 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 14,574 shares

   Change vs previous 13F +390 shares

   0.16% of the 13F portfolio, value $718,199.

   13F-HR 0001814234-26-000005 filed by Atlas Private Wealth Advisors
   Filed 2026-07-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 14,184 shares

   Change vs previous 13F +940 shares

   0.14% of the 13F portfolio, value $603,376.

   13F-HR 0001814234-26-000003 filed by Atlas Private Wealth Advisors
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 13,244 shares

   Change vs previous 13F +1,805 shares

   0.14% of the 13F portfolio, value $577,953.

   13F-HR 0001814234-26-000002 filed by Atlas Private Wealth Advisors
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 11,439 shares

   Change vs previous 13F -1,753 shares

   0.12% of the 13F portfolio, value $480,793.

   13F-HR 0001814234-25-000003 filed by Atlas Private Wealth Advisors
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 13,192 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $520,954.

   13F-HR 0001085146-25-004509 filed by Atlas Private Wealth Advisors
   Filed 2025-08-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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