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Canvas Wealth Advisors, LLC: ATR position timeline

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

Canvas Wealth Advisors, LLC held 2,959 ATR shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,959 shares
    Change vs previous 13F +1,130 shares

    0.05% of the 13F portfolio, value $370,502.

    13F-HR 0001858782-26-000008 filed by Canvas Wealth Advisors, 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 1,829 shares
    Change vs previous 13F -976 shares

    0.04% of the 13F portfolio, value $230,547.

    13F-HR 0001858782-26-000004 filed by Canvas Wealth Advisors, 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 2,805 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $342,122.

    13F-HR 0001858782-26-000002 filed by Canvas Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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