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
- period ended2026-06-3013F 40,975 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 40,378 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 40,699 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 31,941 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 58,027 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).