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Atlas Private Wealth Advisors: IJR position timeline

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

Atlas Private Wealth Advisors held 1,892 IJR 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 1,892 shares
    Change vs previous 13F +5 shares

    0.06% of the 13F portfolio, value $280,532.

    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 1,887 shares
    Change vs previous 13F +3 shares

    0.06% of the 13F portfolio, value $234,551.

    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 1,884 shares
    Change vs previous 13F +7 shares

    0.05% of the 13F portfolio, value $226,461.

    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 1,877 shares
    Change vs previous 13F -2,021 shares

    0.05% of the 13F portfolio, value $223,062.

    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 3,898 shares
    Change vs previous 13F +10 shares

    0.05% of the 13F portfolio, value $426,106.

    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 3,888 shares
    Change vs previous 13F +1,900 shares

    0.06% of the 13F portfolio, value $406,537.

    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 1,988 shares
    Change vs previous 13F +10 shares

    0.03% of the 13F portfolio, value $229,091.

    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 1,978 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $231,364.

    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).