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Atlas Private Wealth Advisors: SPMD position timeline

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

Atlas Private Wealth Advisors held 559,902 SPMD 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 559,902 shares
    Change vs previous 13F +9,664 shares

    8.28% of the 13F portfolio, value $37,826,996.

    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 550,238 shares
    Change vs previous 13F -216 shares

    7.67% of the 13F portfolio, value $32,585,048.

    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 550,454 shares
    Change vs previous 13F +24,742 shares

    7.45% of the 13F portfolio, value $31,876,773.

    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 525,712 shares
    Change vs previous 13F -897,408 shares

    7.36% of the 13F portfolio, value $30,065,451.

    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 1,423,120 shares
    Change vs previous 13F -44,298 shares

    9.96% of the 13F portfolio, value $77,389,024.

    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 1,467,418 shares
    Change vs previous 13F +162,347 shares

    10.47% of the 13F portfolio, value $75,102,928.

    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 1,305,071 shares
    Change vs previous 13F +19,496 shares

    10.12% of the 13F portfolio, value $71,374,184.

    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 1,285,575 shares
    Change vs previous 13F not available

    10.19% of the 13F portfolio, value $70,294,936.

    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).