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Disclosery

Atlas Private Wealth Advisors: RDVI position timeline

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

Atlas Private Wealth Advisors held 284,512 RDVI 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 284,512 shares
    Change vs previous 13F -100,342 shares

    1.83% of the 13F portfolio, value $8,364,633.

    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 384,854 shares
    Change vs previous 13F -78,123 shares

    2.31% of the 13F portfolio, value $9,833,013.

    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 462,977 shares
    Change vs previous 13F -21,350 shares

    2.84% of the 13F portfolio, value $12,148,526.

    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 484,327 shares
    Change vs previous 13F -418,679 shares

    3.07% of the 13F portfolio, value $12,519,850.

    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 903,006 shares
    Change vs previous 13F +370,852 shares

    2.87% of the 13F portfolio, value $22,313,342.

    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 532,154 shares
    Change vs previous 13F +504,035 shares

    1.76% of the 13F portfolio, value $12,622,748.

    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 28,119 shares
    Change vs previous 13F +1,773 shares

    0.1% of the 13F portfolio, value $681,582.

    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 26,346 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $649,160.

    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).