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Disclosery

Atlas Private Wealth Advisors: USMV position timeline

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

Atlas Private Wealth Advisors held 7,258 USMV 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 7,258 shares
    Change vs previous 13F -136 shares

    0.15% of the 13F portfolio, value $700,085.

    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 7,394 shares
    Change vs previous 13F -4,041 shares

    0.16% of the 13F portfolio, value $685,756.

    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 11,435 shares
    Change vs previous 13F -90 shares

    0.25% of the 13F portfolio, value $1,076,759.

    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 11,525 shares
    Change vs previous 13F -12,560 shares

    0.27% of the 13F portfolio, value $1,096,523.

    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 24,085 shares
    Change vs previous 13F +6,277 shares

    0.29% of the 13F portfolio, value $2,260,590.

    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 17,808 shares
    Change vs previous 13F -534 shares

    0.23% of the 13F portfolio, value $1,668,087.

    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 18,342 shares
    Change vs previous 13F -6,700 shares

    0.23% of the 13F portfolio, value $1,628,604.

    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 25,042 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,286,462.

    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).