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
- period ended2026-06-3013F 116,117 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 114,967 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 99,577 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 83,077 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 17,850 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).