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Disclosery

Atlas Wealth LLC: SYLD position timeline

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

Atlas Wealth LLC held 151,606 SYLD 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 151,606 shares
    Change vs previous 13F +18,275 shares

    1.71% of the 13F portfolio, value $11,990,049.

    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 133,331 shares
    Change vs previous 13F +11,604 shares

    3.01% of the 13F portfolio, value $10,054,491.

    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 121,727 shares
    Change vs previous 13F +8,910 shares

    2.57% of the 13F portfolio, value $8,462,461.

    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 112,817 shares
    Change vs previous 13F +58,282 shares

    2.5% of the 13F portfolio, value $7,746,015.

    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 54,535 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $3,638,030.

    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).