ATTICUS WEALTH MANAGEMENT, LLC: CEF position timeline

ATTICUS WEALTH MANAGEMENT, LLC held 18,010 CEF shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 18,010 shares

   Change vs previous 13F +622 shares

   0.17% of the 13F portfolio, value $724,543.

   13F-HR 0001800234-26-000003 filed by ATTICUS WEALTH MANAGEMENT, LLC
   Filed 2026-07-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 17,388 shares

   Change vs previous 13F +5,198 shares

   0.22% of the 13F portfolio, value $829,756.

   13F-HR 0001800234-26-000002 filed by ATTICUS WEALTH MANAGEMENT, LLC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 12,190 shares

   Change vs previous 13F +4,251 shares

   0.14% of the 13F portfolio, value $558,302.

   13F-HR 0001800234-26-000001 filed by ATTICUS WEALTH MANAGEMENT, LLC
   Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 7,939 shares

   Change vs previous 13F +3,734 shares

   0.07% of the 13F portfolio, value $291,282.

   13F-HR 0001800234-25-000004 filed by ATTICUS WEALTH MANAGEMENT, LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 4,205 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $126,571.

   13F-HR 0001085146-25-003716 filed by ATTICUS WEALTH MANAGEMENT, LLC
   Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).