Skip to content
Disclosery

Atlas Private Wealth Advisors: IVV position timeline

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

Atlas Private Wealth Advisors held 1,706 IVV 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 1,706 shares
    Change vs previous 13F +36 shares

    0.28% of the 13F portfolio, value $1,277,582.

    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 1,670 shares
    Change vs previous 13F +702 shares

    0.26% of the 13F portfolio, value $1,090,987.

    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 968 shares
    Change vs previous 13F -143 shares

    0.15% of the 13F portfolio, value $662,728.

    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 1,111 shares
    Change vs previous 13F -1,166 shares

    0.18% of the 13F portfolio, value $743,559.

    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 2,277 shares
    Change vs previous 13F -18 shares

    0.18% of the 13F portfolio, value $1,413,761.

    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 2,295 shares
    Change vs previous 13F -230 shares

    0.18% of the 13F portfolio, value $1,289,493.

    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 2,525 shares
    Change vs previous 13F +12 shares

    0.21% of the 13F portfolio, value $1,486,287.

    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 2,513 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,450,239.

    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).