Atlas Wealth LLC: SDVY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atlas Wealth LLC on SDVY, newest first. How the timeline and the estimate are built.
Atlas Wealth LLC held 72,461 SDVY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 72,461 sharesChange vs previous 13F -2 shares
0.45% of the 13F portfolio, value $3,125,968.
13F-HR 0001964106-26-000004 filed by Atlas Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 72,463 sharesChange vs previous 13F +1,235 shares
0.86% of the 13F portfolio, value $2,857,216.
13F-HR/A 0001964106-26-000003 filed by Atlas Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 71,228 sharesChange vs previous 13F +1,433 shares
0.83% of the 13F portfolio, value $2,729,457.
13F-HR 0001964106-26-000001 filed by Atlas Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 69,795 sharesChange vs previous 13F +1,924 shares
0.86% of the 13F portfolio, value $2,653,571.
13F-HR 0001964106-25-000002 filed by Atlas Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 67,871 sharesChange vs previous 13F -17,792 shares
0.89% of the 13F portfolio, value $2,439,962.
13F-HR 0001765380-25-000288 filed by Atlas Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 85,663 sharesChange vs previous 13F +4,154 shares
1.12% of the 13F portfolio, value $2,869,711.
13F-HR 0001765380-25-000199 filed by Atlas Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 81,509 sharesChange vs previous 13F +6,433 shares
1.11% of the 13F portfolio, value $2,922,098.
13F-HR 0001765380-25-000079 filed by Atlas Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 75,076 sharesChange vs previous 13F not available
1.18% of the 13F portfolio, value $2,731,265.
13F-HR 0001765380-24-000457 filed by Atlas Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).