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Atlas Private Wealth Advisors: PFM position timeline

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

Atlas Private Wealth Advisors held 41,162 PFM 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 41,162 shares
    Change vs previous 13F -1,725 shares

    0.5% of the 13F portfolio, value $2,282,634.

    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 42,887 shares
    Change vs previous 13F -2,268 shares

    0.52% of the 13F portfolio, value $2,191,166.

    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 45,155 shares
    Change vs previous 13F -2,401 shares

    0.54% of the 13F portfolio, value $2,325,683.

    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 47,556 shares
    Change vs previous 13F -50,355 shares

    0.59% of the 13F portfolio, value $2,413,112.

    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 97,911 shares
    Change vs previous 13F -12,020 shares

    0.61% of the 13F portfolio, value $4,716,312.

    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 109,931 shares
    Change vs previous 13F -9,290 shares

    0.7% of the 13F portfolio, value $5,032,738.

    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 119,221 shares
    Change vs previous 13F -8,761 shares

    0.78% of the 13F portfolio, value $5,467,536.

    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 127,982 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $5,957,546.

    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).