Atlas Private Wealth Advisors: YEAR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atlas Private Wealth Advisors on YEAR, newest first. How the timeline and the estimate are built.
Atlas Private Wealth Advisors held 40,077 YEAR shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 40,077 sharesChange vs previous 13F -10,617 shares
0.44% of the 13F portfolio, value $2,017,483.
13F-HR 0001814234-26-000005 filed by Atlas Private Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 50,694 sharesChange vs previous 13F -10,651 shares
0.6% of the 13F portfolio, value $2,558,799.
13F-HR 0001814234-26-000003 filed by Atlas Private Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 61,345 sharesChange vs previous 13F -39,040 shares
0.72% of the 13F portfolio, value $3,096,712.
13F-HR 0001814234-26-000002 filed by Atlas Private Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 100,385 sharesChange vs previous 13F -25,329 shares
1.25% of the 13F portfolio, value $5,087,024.
13F-HR 0001814234-25-000003 filed by Atlas Private Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 125,714 sharesChange vs previous 13F not available
0.82% of the 13F portfolio, value $6,368,732.
13F-HR 0001085146-25-004509 filed by Atlas Private Wealth Advisors
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).