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Disclosery

Atlas Wealth Partners, LLC: SPY position timeline

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

Atlas Wealth Partners, LLC held 813 SPY 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 813 shares
    Change vs previous 13F -309 shares

    0.66% of the 13F portfolio, value $607,124.

    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 1,122 shares
    Change vs previous 13F +20 shares

    0.75% of the 13F portfolio, value $729,681.

    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 1,102 shares
    Change vs previous 13F +78 shares

    0.83% of the 13F portfolio, value $751,476.

    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 1,024 shares
    Change vs previous 13F -10 shares

    0.7% of the 13F portfolio, value $682,168.

    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 1,034 shares
    Change vs previous 13F 0 shares

    0.74% of the 13F portfolio, value $639,000.

    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 1,034 shares
    Change vs previous 13F -113 shares

    0.71% of the 13F portfolio, value $578,000.

    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 1,147 shares
    Change vs previous 13F +540 shares

    0.85% of the 13F portfolio, value $672,000.

    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 607 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $348,000.

    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).