Atlas Private Wealth Advisors: DFIV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atlas Private Wealth Advisors on DFIV, newest first. How the timeline and the estimate are built.
Atlas Private Wealth Advisors held 5,859 DFIV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 5,859 sharesChange vs previous 13F +219 shares
0.07% of the 13F portfolio, value $316,498.
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 5,640 sharesChange vs previous 13F +9 shares
0.07% of the 13F portfolio, value $297,682.
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 5,631 sharesChange vs previous 13F +160 shares
0.07% of the 13F portfolio, value $280,985.
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 5,471 sharesChange vs previous 13F -2,470 shares
0.06% of the 13F portfolio, value $252,310.
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 7,941 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $340,154.
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).