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Atlas Private Wealth Advisors: SGOV position timeline

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

Atlas Private Wealth Advisors held 139,178 SGOV 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 139,178 shares
    Change vs previous 13F -57,101 shares

    3.07% of the 13F portfolio, value $14,011,039.

    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 196,279 shares
    Change vs previous 13F +13,256 shares

    4.65% of the 13F portfolio, value $19,757,437.

    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 183,023 shares
    Change vs previous 13F +19,888 shares

    4.29% of the 13F portfolio, value $18,371,784.

    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 163,135 shares
    Change vs previous 13F -47,603 shares

    4.02% of the 13F portfolio, value $16,427,753.

    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 210,738 shares
    Change vs previous 13F -276 shares

    2.73% of the 13F portfolio, value $21,220,742.

    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 211,014 shares
    Change vs previous 13F not available

    2.96% of the 13F portfolio, value $21,243,974.

    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).