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Disclosery

Atlas Wealth LLC: USB position timeline

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

Atlas Wealth LLC held 1,478,262 USB 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 1,478,262 shares
    Change vs previous 13F +40,625 shares

    3.87% of the 13F portfolio, value $27,155,673.

    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 1,437,637 shares
    Change vs previous 13F +197,839 shares

    7.88% of the 13F portfolio, value $26,280,004.

    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 1,239,798 shares
    Change vs previous 13F +184,797 shares

    6.72% of the 13F portfolio, value $22,130,394.

    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 1,055,001 shares
    Change vs previous 13F -7,441 shares

    6.67% of the 13F portfolio, value $20,667,470.

    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 1,062,442 shares
    Change vs previous 13F +26 shares

    7.88% of the 13F portfolio, value $21,588,821.

    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 1,062,416 shares
    Change vs previous 13F -6,955 shares

    8.93% of the 13F portfolio, value $22,905,689.

    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 1,069,371 shares
    Change vs previous 13F +2,326 shares

    8.92% of the 13F portfolio, value $23,579,631.

    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 1,067,045 shares
    Change vs previous 13F not available

    9.9% of the 13F portfolio, value $22,952,138.

    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).