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Atlas Private Wealth Advisors: IEF position timeline

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

Atlas Private Wealth Advisors held 152,138 IEF 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 152,138 shares
    Change vs previous 13F -30,296 shares

    3.15% of the 13F portfolio, value $14,387,691.

    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 182,434 shares
    Change vs previous 13F +4,568 shares

    4.1% of the 13F portfolio, value $17,411,508.

    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 177,866 shares
    Change vs previous 13F +13,444 shares

    4% of the 13F portfolio, value $17,103,542.

    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 164,422 shares
    Change vs previous 13F +7,960 shares

    3.88% of the 13F portfolio, value $15,860,151.

    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 156,462 shares
    Change vs previous 13F -18,553 shares

    1.93% of the 13F portfolio, value $14,985,147.

    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 175,015 shares
    Change vs previous 13F -222,618 shares

    2.33% of the 13F portfolio, value $16,691,144.

    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 397,633 shares
    Change vs previous 13F +6,819 shares

    5.21% of the 13F portfolio, value $36,762,152.

    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 390,814 shares
    Change vs previous 13F not available

    5.56% of the 13F portfolio, value $38,347,734.

    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).