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Atlas Private Wealth Advisors: DFAX position timeline

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

Atlas Private Wealth Advisors held 40,975 DFAX 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 40,975 shares
    Change vs previous 13F +597 shares

    0.33% of the 13F portfolio, value $1,509,503.

    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 40,378 shares
    Change vs previous 13F -321 shares

    0.32% of the 13F portfolio, value $1,371,646.

    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 40,699 shares
    Change vs previous 13F +8,758 shares

    0.31% of the 13F portfolio, value $1,332,090.

    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 31,941 shares
    Change vs previous 13F -26,086 shares

    0.25% of the 13F portfolio, value $1,002,306.

    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 58,027 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,704,238.

    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).