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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

  1. period ended2026-06-30
    13F 5,859 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 5,640 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 5,631 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 5,471 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 7,941 shares
    Change 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), ingested

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