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Atlas Private Wealth Advisors: SPEM position timeline

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

Atlas Private Wealth Advisors held 236,625 SPEM 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 236,625 shares
    Change vs previous 13F +12,645 shares

    2.68% of the 13F portfolio, value $12,252,426.

    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 223,980 shares
    Change vs previous 13F +6,278 shares

    2.47% of the 13F portfolio, value $10,506,928.

    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 217,702 shares
    Change vs previous 13F +17,888 shares

    2.38% of the 13F portfolio, value $10,190,616.

    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 199,814 shares
    Change vs previous 13F -56,728 shares

    2.29% of the 13F portfolio, value $9,353,272.

    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 256,542 shares
    Change vs previous 13F -5,727 shares

    1.41% of the 13F portfolio, value $10,964,222.

    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 262,269 shares
    Change vs previous 13F -39,200 shares

    1.44% of the 13F portfolio, value $10,325,594.

    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 301,469 shares
    Change vs previous 13F -3,994 shares

    1.64% of the 13F portfolio, value $11,567,908.

    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 305,463 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $12,609,928.

    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).