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Disclosery

Atlas Wealth LLC: BAC position timeline

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

Atlas Wealth LLC held 119,105 BAC 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 119,105 shares
    Change vs previous 13F -12,290 shares

    0.32% of the 13F portfolio, value $2,270,141.

    13F-HR 0001964106-26-000004 filed by Atlas Wealth LLC
    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/A 131,395 shares
    Change vs previous 13F -47,019 shares

    0.77% of the 13F portfolio, value $2,563,516.

    13F-HR/A 0001964106-26-000003 filed by Atlas Wealth LLC
    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 178,414 shares
    Change vs previous 13F +178,414 shares

    1.04% of the 13F portfolio, value $3,436,254.

    13F-HR 0001964106-26-000001 filed by Atlas Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -13,712 shares

    13F-HR 0001765380-25-000199 filed by Atlas Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2024-12-31
    13F 13,712 shares
    Change vs previous 13F -38,295 shares

    0.12% of the 13F portfolio, value $321,821.

    13F-HR 0001765380-25-000079 filed by Atlas Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 52,007 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,265,850.

    13F-HR 0001765380-24-000457 filed by Atlas Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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