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Disclosery

Atlas FRM LLC: IP position timeline

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

Atlas FRM LLC held 9,840,000 IP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,840,000 shares
    Change vs previous 13F +2,250,000 shares

    16.06% of the 13F portfolio, value $374,904,000.

    13F-HR 0001879898-26-000007 filed by Atlas FRM 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 7,590,000 shares
    Change vs previous 13F +2,590,000 shares

    17.74% of the 13F portfolio, value $270,963,000.

    13F-HR 0001879898-26-000005 filed by Atlas FRM 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 5,000,000 shares
    Change vs previous 13F +1,800,000 shares

    19.24% of the 13F portfolio, value $196,950,000.

    13F-HR 0001879898-26-000002 filed by Atlas FRM 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 3,200,000 shares
    Change vs previous 13F 0 shares

    17.29% of the 13F portfolio, value $148,480,000.

    13F-HR 0001879898-25-000015 filed by Atlas FRM 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 3,200,000 shares
    Change vs previous 13F 0 shares

    17.45% of the 13F portfolio, value $149,856,000.

    13F-HR 0001879898-25-000006 filed by Atlas FRM 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 3,200,000 shares
    Change vs previous 13F -150,000 shares

    18.3% of the 13F portfolio, value $170,720,000.

    13F-HR 0000899140-25-000698 filed by Atlas FRM 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 3,350,000 shares
    Change vs previous 13F -50,000 shares

    17.02% of the 13F portfolio, value $180,297,000.

    13F-HR 0000899140-25-000326 filed by Atlas FRM 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 3,400,000 shares
    Change vs previous 13F not available

    15.99% of the 13F portfolio, value $166,090,000.

    13F-HR 0000899140-24-001199 filed by Atlas FRM LLC
    Filed (acceptance time not in the bulk data set), ingested

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