Atlas Wealth LLC historic quarter change: Foreign Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Atlas Wealth LLC opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1964106), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-11); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-31); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | United States | $0.334B | 83 |
| Prudent Man Advisors, LLC | United States | $0.334B | 135 |
| Tilson Financial Group, Inc. | United States | $0.333B | 79 |
| Hoxton Planning & Management, LLC | United States | $0.333B | 216 |
| Independence Financial Advisors, LLC | United States | $0.333B | 51 |
| Aurdan Capital Management, LLC | United States | $0.333B | 88 |
| Sandy Cove Advisors, LLC | United States | $0.334B | 144 |
| Westend Capital Management, LLC | United States | $0.333B | 254 |
| Martin Investment Management, LLC | United States | $0.334B | 46 |
| CLARIS ADVISORS, LLC / MO / | United States | $0.334B | 70 |