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Atlas Private Wealth Advisors: SPTM position timeline

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

Atlas Private Wealth Advisors held 186,239 SPTM 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 186,239 shares
    Change vs previous 13F +19,469 shares

    3.7% of the 13F portfolio, value $16,908,578.

    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 166,770 shares
    Change vs previous 13F +21,218 shares

    3.1% of the 13F portfolio, value $13,184,853.

    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 145,552 shares
    Change vs previous 13F +15,803 shares

    2.81% of the 13F portfolio, value $12,008,062.

    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 129,749 shares
    Change vs previous 13F -84,898 shares

    2.56% of the 13F portfolio, value $10,464,278.

    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 214,647 shares
    Change vs previous 13F +22,616 shares

    2.07% of the 13F portfolio, value $16,074,924.

    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 192,031 shares
    Change vs previous 13F +157,972 shares

    1.82% of the 13F portfolio, value $13,061,158.

    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 34,059 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,432,964.

    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).