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Atlas Private Wealth Advisors: SPY position timeline

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

Atlas Private Wealth Advisors held 37,332 SPY 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 37,332 shares
    Change vs previous 13F +1,190 shares

    6.1% of the 13F portfolio, value $27,878,133.

    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 36,142 shares
    Change vs previous 13F +2,239 shares

    5.53% of the 13F portfolio, value $23,504,282.

    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 33,903 shares
    Change vs previous 13F +4,309 shares

    5.4% of the 13F portfolio, value $23,118,690.

    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 29,594 shares
    Change vs previous 13F -30,965 shares

    4.83% of the 13F portfolio, value $19,714,842.

    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 60,559 shares
    Change vs previous 13F -2,826 shares

    4.82% of the 13F portfolio, value $37,430,573.

    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 63,385 shares
    Change vs previous 13F +31,503 shares

    4.94% of the 13F portfolio, value $35,462,780.

    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 31,882 shares
    Change vs previous 13F -284 shares

    2.65% of the 13F portfolio, value $18,687,132.

    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 32,166 shares
    Change vs previous 13F not available

    2.68% of the 13F portfolio, value $18,457,468.

    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).