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Atlas Private Wealth Advisors: DIA position timeline

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

Atlas Private Wealth Advisors held 5,556 DIA 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 5,556 shares
    Change vs previous 13F -1,258 shares

    0.64% of the 13F portfolio, value $2,902,320.

    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 6,814 shares
    Change vs previous 13F -1,950 shares

    0.74% of the 13F portfolio, value $3,156,059.

    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 8,764 shares
    Change vs previous 13F -1,216 shares

    0.98% of the 13F portfolio, value $4,211,874.

    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 9,980 shares
    Change vs previous 13F -39,313 shares

    1.13% of the 13F portfolio, value $4,627,878.

    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 49,293 shares
    Change vs previous 13F -3,219 shares

    2.8% of the 13F portfolio, value $21,728,004.

    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 52,512 shares
    Change vs previous 13F -35,933 shares

    3.07% of the 13F portfolio, value $22,055,618.

    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 88,445 shares
    Change vs previous 13F +46 shares

    5.34% of the 13F portfolio, value $37,654,472.

    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).

  8. period ended2024-09-30
    13F 88,399 shares
    Change vs previous 13F not available

    5.42% of the 13F portfolio, value $37,423,160.

    13F-HR 0001085146-24-004710 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).