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Atlas Private Wealth Advisors: PWV position timeline

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

Atlas Private Wealth Advisors held 246,888 PWV 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 246,888 shares
    Change vs previous 13F +7,344 shares

    4.1% of the 13F portfolio, value $18,706,673.

    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 239,544 shares
    Change vs previous 13F +6,396 shares

    3.93% of the 13F portfolio, value $16,698,562.

    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 233,148 shares
    Change vs previous 13F +12,867 shares

    3.62% of the 13F portfolio, value $15,508,949.

    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 220,281 shares
    Change vs previous 13F -229,082 shares

    3.52% of the 13F portfolio, value $14,364,527.

    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 449,363 shares
    Change vs previous 13F -7,220 shares

    3.59% of the 13F portfolio, value $27,924,798.

    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 456,583 shares
    Change vs previous 13F +179,281 shares

    3.79% of the 13F portfolio, value $27,173,190.

    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 277,302 shares
    Change vs previous 13F +40,436 shares

    2.24% of the 13F portfolio, value $15,773,638.

    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 236,866 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $13,815,942.

    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).