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Atlas Private Wealth Advisors: FDL position timeline

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

Atlas Private Wealth Advisors held 10,214 FDL 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 10,214 shares
    Change vs previous 13F -4,696 shares

    0.11% of the 13F portfolio, value $496,996.

    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 14,910 shares
    Change vs previous 13F -3,104 shares

    0.18% of the 13F portfolio, value $757,416.

    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 18,014 shares
    Change vs previous 13F -18,753 shares

    0.19% of the 13F portfolio, value $798,755.

    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 36,767 shares
    Change vs previous 13F -6,185 shares

    0.39% of the 13F portfolio, value $1,596,051.

    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 42,952 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,798,380.

    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).