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Disclosery

Atlas Private Wealth Advisors: CWI position timeline

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

Atlas Private Wealth Advisors held 345,135 CWI 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 345,135 shares
    Change vs previous 13F +24,117 shares

    3.07% of the 13F portfolio, value $14,036,595.

    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 321,018 shares
    Change vs previous 13F +12,638 shares

    2.77% of the 13F portfolio, value $11,746,034.

    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 308,380 shares
    Change vs previous 13F +28,109 shares

    2.59% of the 13F portfolio, value $11,077,011.

    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 280,271 shares
    Change vs previous 13F -271,866 shares

    2.4% of the 13F portfolio, value $9,787,036.

    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 552,137 shares
    Change vs previous 13F +7,736 shares

    2.32% of the 13F portfolio, value $18,032,534.

    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 544,401 shares
    Change vs previous 13F +374,364 shares

    2.24% of the 13F portfolio, value $16,103,377.

    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 170,037 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $4,750,836.

    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).