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Disclosery

Atlas Wealth Partners, LLC: SCHD position timeline

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

Atlas Wealth Partners, LLC held 92,103 SCHD 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 92,103 shares
    Change vs previous 13F -1,674 shares

    3.19% of the 13F portfolio, value $2,920,580.

    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 93,777 shares
    Change vs previous 13F -1,512 shares

    2.96% of the 13F portfolio, value $2,877,073.

    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 95,289 shares
    Change vs previous 13F +1,173 shares

    2.87% of the 13F portfolio, value $2,613,764.

    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 94,116 shares
    Change vs previous 13F +4,118 shares

    2.62% of the 13F portfolio, value $2,569,372.

    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 89,998 shares
    Change vs previous 13F +1,145 shares

    2.75% of the 13F portfolio, value $2,385,000.

    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).

  6. period ended2025-03-31
    13F 88,853 shares
    Change vs previous 13F +3,144 shares

    3.06% of the 13F portfolio, value $2,484,000.

    13F-HR 0001965798-25-000003 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).

  7. period ended2024-12-31
    13F 85,709 shares
    Change vs previous 13F +59,157 shares

    2.96% of the 13F portfolio, value $2,342,000.

    13F-HR 0001965798-25-000001 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).

  8. period ended2024-09-30
    13F 26,552 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $2,244,000.

    13F-HR 0001965798-24-000004 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).