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Disclosery

Atlas Wealth Partners, LLC: SCHG position timeline

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

Atlas Wealth Partners, LLC held 67,754 SCHG 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 67,754 shares
    Change vs previous 13F -2,357 shares

    2.5% of the 13F portfolio, value $2,292,795.

    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 70,111 shares
    Change vs previous 13F +672 shares

    2.1% of the 13F portfolio, value $2,042,333.

    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 69,439 shares
    Change vs previous 13F +2,026 shares

    2.49% of the 13F portfolio, value $2,265,100.

    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 67,413 shares
    Change vs previous 13F +7,346 shares

    2.2% of the 13F portfolio, value $2,151,149.

    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 60,067 shares
    Change vs previous 13F +1,139 shares

    2.03% of the 13F portfolio, value $1,755,000.

    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 58,928 shares
    Change vs previous 13F +2,050 shares

    1.82% of the 13F portfolio, value $1,476,000.

    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 56,878 shares
    Change vs previous 13F +44,630 shares

    2.01% of the 13F portfolio, value $1,585,000.

    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 12,248 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $1,276,000.

    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).