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Atlas Wealth Partners, LLC: HE position timeline

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

Atlas Wealth Partners, LLC held 116,117 HE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,117 shares
    Change vs previous 13F +1,150 shares

    1.72% of the 13F portfolio, value $1,571,063.

    13F-HR 0001965798-26-000003 filed by Atlas Wealth Partners, 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 114,967 shares
    Change vs previous 13F +15,390 shares

    1.75% of the 13F portfolio, value $1,706,110.

    13F-HR 0001965798-26-000002 filed by Atlas Wealth Partners, 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 99,577 shares
    Change vs previous 13F +16,500 shares

    1.35% of the 13F portfolio, value $1,224,797.

    13F-HR 0001965798-26-000001 filed by Atlas Wealth Partners, 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 83,077 shares
    Change vs previous 13F +65,227 shares

    0.94% of the 13F portfolio, value $917,170.

    13F-HR 0001965798-25-000006 filed by Atlas Wealth Partners, 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 17,850 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $190,000.

    13F-HR 0001965798-25-000004 filed by Atlas Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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