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Atlas Private Wealth Advisors: XLF position timeline

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

Atlas Private Wealth Advisors held 10,120 XLF 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 10,120 shares
    Change vs previous 13F -2,801 shares

    0.12% of the 13F portfolio, value $542,537.

    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 12,921 shares
    Change vs previous 13F -4,860 shares

    0.15% of the 13F portfolio, value $637,923.

    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 17,781 shares
    Change vs previous 13F -4,976 shares

    0.23% of the 13F portfolio, value $973,844.

    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 22,757 shares
    Change vs previous 13F -28,930 shares

    0.3% of the 13F portfolio, value $1,225,951.

    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 51,687 shares
    Change vs previous 13F -20,316 shares

    0.35% of the 13F portfolio, value $2,707,066.

    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 72,003 shares
    Change vs previous 13F -268,493 shares

    0.5% of the 13F portfolio, value $3,586,702.

    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 340,496 shares
    Change vs previous 13F -9,726 shares

    2.33% of the 13F portfolio, value $16,457,508.

    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 350,222 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $15,873,538.

    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).