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Disclosery

Atlas Wealth Partners, LLC: SCHV position timeline

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

Atlas Wealth Partners, LLC held 29,175 SCHV 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 29,175 shares
    Change vs previous 13F -1,401 shares

    1.11% of the 13F portfolio, value $1,015,595.

    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 30,576 shares
    Change vs previous 13F -1,863 shares

    0.96% of the 13F portfolio, value $932,580.

    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 32,439 shares
    Change vs previous 13F -120 shares

    1.06% of the 13F portfolio, value $960,530.

    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 32,559 shares
    Change vs previous 13F +6,084 shares

    0.97% of the 13F portfolio, value $947,804.

    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 26,475 shares
    Change vs previous 13F +1,245 shares

    0.85% of the 13F portfolio, value $733,000.

    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 25,230 shares
    Change vs previous 13F +1,582 shares

    0.83% of the 13F portfolio, value $671,000.

    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 23,648 shares
    Change vs previous 13F +15,979 shares

    0.78% of the 13F portfolio, value $617,000.

    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 7,669 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $616,000.

    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).