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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

  1. period ended2026-06-30
    13F 40,077 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 50,694 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 61,345 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 100,385 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 125,714 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).