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Atlas Private Wealth Advisors: XLK position timeline

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

Atlas Private Wealth Advisors held 11,153 XLK 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 11,153 shares
    Change vs previous 13F -525 shares

    0.47% of the 13F portfolio, value $2,124,801.

    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 11,678 shares
    Change vs previous 13F +480 shares

    0.37% of the 13F portfolio, value $1,552,047.

    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 11,198 shares
    Change vs previous 13F +5,645 shares

    0.38% of the 13F portfolio, value $1,612,171.

    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 5,553 shares
    Change vs previous 13F -5,428 shares

    0.38% of the 13F portfolio, value $1,565,280.

    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 10,981 shares
    Change vs previous 13F -137 shares

    0.36% of the 13F portfolio, value $2,780,555.

    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 11,118 shares
    Change vs previous 13F -664 shares

    0.32% of the 13F portfolio, value $2,295,492.

    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 11,782 shares
    Change vs previous 13F -878 shares

    0.39% of the 13F portfolio, value $2,739,638.

    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 12,660 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $2,858,186.

    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).