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Disclosery

Atlas Private Wealth Advisors: XT position timeline

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

Atlas Private Wealth Advisors held 51,659 XT 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 51,659 shares
    Change vs previous 13F +7,449 shares

    0.93% of the 13F portfolio, value $4,268,582.

    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 44,210 shares
    Change vs previous 13F +5,760 shares

    0.71% of the 13F portfolio, value $3,012,860.

    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 38,450 shares
    Change vs previous 13F +3,151 shares

    0.63% of the 13F portfolio, value $2,681,482.

    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 35,299 shares
    Change vs previous 13F -11,545 shares

    0.62% of the 13F portfolio, value $2,539,426.

    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 46,844 shares
    Change vs previous 13F +23,418 shares

    0.39% of the 13F portfolio, value $3,056,560.

    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 23,426 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,348,396.

    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).