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Disclosery

Atlas Private Wealth Advisors: SPDW position timeline

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

Atlas Private Wealth Advisors held 620,241 SPDW 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 620,241 shares
    Change vs previous 13F +29,735 shares

    6.84% of the 13F portfolio, value $31,253,929.

    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 590,506 shares
    Change vs previous 13F -2,435 shares

    6.35% of the 13F portfolio, value $26,956,595.

    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 592,941 shares
    Change vs previous 13F +45,896 shares

    6.15% of the 13F portfolio, value $26,332,527.

    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 547,045 shares
    Change vs previous 13F -385,825 shares

    5.73% of the 13F portfolio, value $23,408,032.

    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 932,870 shares
    Change vs previous 13F -63,107 shares

    4.86% of the 13F portfolio, value $37,772,058.

    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 995,977 shares
    Change vs previous 13F +141,650 shares

    5.05% of the 13F portfolio, value $36,263,594.

    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 854,327 shares
    Change vs previous 13F -17,225 shares

    4.13% of the 13F portfolio, value $29,158,178.

    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 871,552 shares
    Change vs previous 13F not available

    4.75% of the 13F portfolio, value $32,735,296.

    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).