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Atlas Wealth LLC: JAAA position timeline

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

Atlas Wealth LLC held 81,261 JAAA 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 81,261 shares
    Change vs previous 13F -41,750 shares

    0.58% of the 13F portfolio, value $4,102,847.

    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 123,011 shares
    Change vs previous 13F -71,216 shares

    1.86% of the 13F portfolio, value $6,196,083.

    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 194,227 shares
    Change vs previous 13F -25,189 shares

    2.98% of the 13F portfolio, value $9,824,014.

    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 ended2025-09-30
    13F 219,416 shares
    Change vs previous 13F +24,621 shares

    3.6% of the 13F portfolio, value $11,141,945.

    13F-HR 0001964106-25-000002 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).

  5. period ended2025-06-30
    13F 194,795 shares
    Change vs previous 13F +22,101 shares

    3.6% of the 13F portfolio, value $9,850,783.

    13F-HR 0001765380-25-000288 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 ended2025-03-31
    13F 172,694 shares
    Change vs previous 13F +45,561 shares

    3.42% of the 13F portfolio, value $8,757,313.

    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).

  7. period ended2024-12-31
    13F 127,133 shares
    Change vs previous 13F +115,463 shares

    2.44% of the 13F portfolio, value $6,446,914.

    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).

  8. period ended2024-09-30
    13F 11,670 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $593,770.

    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).