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Atlas Private Wealth Advisors: PM position timeline

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

Atlas Private Wealth Advisors held 1,512 PM 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 1,512 shares
    Change vs previous 13F -222 shares

    0.06% of the 13F portfolio, value $273,483.

    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 1,734 shares
    Change vs previous 13F -588 shares

    0.07% of the 13F portfolio, value $286,663.

    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 2,322 shares
    Change vs previous 13F -276 shares

    0.09% of the 13F portfolio, value $372,370.

    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 2,598 shares
    Change vs previous 13F -5,688 shares

    0.1% of the 13F portfolio, value $421,418.

    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 8,286 shares
    Change vs previous 13F -2,359 shares

    0.19% of the 13F portfolio, value $1,509,123.

    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 10,645 shares
    Change vs previous 13F -8,955 shares

    0.24% of the 13F portfolio, value $1,689,589.

    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 19,600 shares
    Change vs previous 13F +52 shares

    0.33% of the 13F portfolio, value $2,358,740.

    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 19,548 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,372,924.

    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).